Samalin Investment Counsel’s Workday WDAY Stock Holding History

Samalin Investment Counsel’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
2025 Q2	–	Sell	-1,078	Closed	-$252K	–	328
2025 Q1	$252K	Sell	1,078 -161	-13%	-$41.1K	0.1%	263
2024 Q4	$320K	Buy	+1,239	New	+$317K	0.14%	212
2022 Q2	–	Sell	-945	Closed	-$226K	–	254
2022 Q1	$226K	Hold	945	–	–	0.14%	212
2021 Q4	$258K	Sell	945 -25	-3%	-$6.94K	0.15%	192
2021 Q3	$242K	Hold	970	–	–	0.16%	200
2021 Q2	$232K	Hold	970	–	–	0.15%	205
2021 Q1	$240K	Sell	970 -50	-5%	-$12.4K	0.16%	194
2020 Q4	$244K	Sell	1,020 -115	-10%	-$25.8K	0.18%	178
2020 Q3	$244K	Sell	1,135 -100	-8%	-$19.8K	0.22%	152
2020 Q2	$231K	Buy	+1,235	New	+$200K	0.24%	133

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Samalin Investment Counsel's WDAY Position: Q2 2025 in Review

Samalin Investment Counsel sold out of Workday (WDAY) in Q2 2025, closing a stake of 1,078 shares — an estimated $252K sold.

Samalin Investment Counsel first reported a position in WDAY in Q2 2020 and held it in 10 quarters. The position peaked at $320K in Q4 2024. 1,139 funds tracked by Wall St. Rank hold WDAY as of Q2 2025.

Samalin Investment Counsel reported no remaining Workday position as of Q2 2025 after selling out during the quarter.
Samalin Investment Counsel sold 1,078 Workday shares in Q2 2025, an estimated $252K.
Samalin Investment Counsel first reported a position in Workday in Q2 2020 and held it in 10 quarters.
Samalin Investment Counsel's Workday position peaked at $320K in Q4 2024.
1,139 funds tracked by Wall St. Rank held Workday as of Q2 2025.

Based on Samalin Investment Counsel's 13F filing for Q2 2025, filed 7 Aug 2025.