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SHP Wealth Management’s Workday WDAY Stock Holding History

SHP Wealth Management’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
Q2 		$9.55K Buy
78
+34
+77% +$4.31K ﹤0.01% 995
2026
Q1 		$5.77K Buy
44
+17
+63% +$2.7K ﹤0.01% 1037
2025
Q4 		$5.89K Buy
+27
New +$6.13K ﹤0.01% 949

Other funds holding WDAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SHP Wealth Management's WDAY Position: Q2 2026 in Review

SHP Wealth Management increased its Workday (WDAY) stake by 77% in Q2 2026, buying an estimated $4.31K and bringing the position to 78 shares worth $9.55K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

SHP Wealth Management first reported a position in WDAY in Q4 2025 and has held it in 3 quarters since. 917 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • SHP Wealth Management held 78 shares of Workday worth $9.55K as of Q2 2026.
  • SHP Wealth Management bought 34 Workday shares in Q2 2026, an estimated $4.31K.
  • Workday made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #995 holding.
  • SHP Wealth Management first reported a position in Workday in Q4 2025 and has held it in 3 quarters since.
  • 917 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.