SageView Advisory Group’s Workday WDAY Stock Holding History

SageView Advisory Group’s Portfolio WDAY Stock Details WDAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-225	Closed	-$48.3K	–	2416
2025 Q4	$48.3K	Buy	+225	New	+$51.1K	﹤0.01%	1091

Other funds holding WDAY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

SageView Advisory Group's WDAY Position: Q1 2026 in Review

SageView Advisory Group sold out of Workday (WDAY) in Q1 2026, closing a stake of 225 shares — an estimated $48.3K sold.

SageView Advisory Group first reported a position in WDAY in Q4 2025 and held it in 1 quarter. The position peaked at $48.3K in Q4 2025. 941 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

SageView Advisory Group reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 225 Workday shares in Q1 2026, an estimated $48.3K.
SageView Advisory Group first reported a position in Workday in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Workday position peaked at $48.3K in Q4 2025.
941 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.