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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

SHP Wealth Management's WDAY Position: Q1 2026 in Review

SHP Wealth Management increased its Workday (WDAY) stake by 63% in Q1 2026, buying an estimated $2.7K and bringing the position to 44 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

SHP Wealth Management first reported a position in WDAY in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.89K in Q4 2025. 937 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • SHP Wealth Management held 44 shares of Workday worth $5.77K as of Q1 2026.
  • SHP Wealth Management bought 17 Workday shares in Q1 2026, an estimated $2.7K.
  • Workday made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1037 holding.
  • SHP Wealth Management first reported a position in Workday in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Workday position peaked at $5.89K in Q4 2025.
  • 937 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.