SkyOak Wealth’s Workday WDAY Stock Holding History

SkyOak Wealth’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 Q1	–	Sell	-800	Closed	-$206K	–	276
2024 Q4	$206K	Buy	+800	New	+$204K	0.04%	237
2024 Q2	–	Sell	-800	Closed	-$218K	–	266
2024 Q1	$218K	Hold	800	–	–	0.05%	222
2023 Q4	$221K	Buy	+800	New	+$190K	0.06%	218
2022 Q1	–	Sell	-800	Closed	-$219K	–	273
2021 Q4	$219K	Buy	+800	New	+$222K	0.06%	215
2021 Q2	–	Sell	-800	Closed	-$209K	–	250
2021 Q1	$209K	Buy	+800	New	+$198K	0.06%	213
2020 Q3	–	Sell	-1,580	Closed	-$296K	–	247
2020 Q2	$296K	Buy	+1,580	New	+$255K	0.11%	182

Other funds holding WDAY

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return