SOA Wealth Advisors’s Workday WDAY Stock Holding History

SOA Wealth Advisors’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	-500	Closed	-$107K	–	893
2025 Q4	$107K	Hold	500	–	–	0.02%	279
2025 Q3	$120K	Hold	500	–	–	0.02%	270
2025 Q2	$120K	Hold	500	–	–	0.02%	259
2025 Q1	$117K	Hold	500	–	–	0.02%	245
2024 Q4	$129K	Hold	500	–	–	0.02%	227
2024 Q3	$122K	Hold	500	–	–	0.02%	232
2024 Q2	$112K	Hold	500	–	–	0.02%	238
2024 Q1	$136K	Hold	500	–	–	0.03%	217
2023 Q4	$138K	Hold	500	–	–	0.03%	206
2023 Q3	$107K	Sell	500 -500	-50%	-$116K	0.03%	219
2023 Q2	$226K	Hold	1,000	–	–	0.05%	151
2023 Q1	$207K	Hold	1,000	–	–	0.05%	149
2022 Q4	$167K	Hold	1,000	–	–	0.05%	166
2022 Q3	$152K	Hold	1,000	–	–	0.05%	164
2022 Q2	$139K	Sell	1,000 -125	-11%	-$22.7K	0.04%	171
2022 Q1	$269K	Buy	1,125 +125	+13%	+$29.8K	0.07%	138
2021 Q4	$276K	Sell	1,000 -250	-20%	-$69.4K	0.07%	135
2021 Q3	$312K	Buy	1,250 +250	+25%	+$61.9K	0.08%	128
2021 Q2	$238K	Hold	1,000	–	–	0.06%	142
2021 Q1	$248K	Hold	1,000	–	–	0.07%	130
2020 Q4	$274K	Buy	+1,000	New	+$225K	0.07%	122

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 $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 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

SOA Wealth Advisors's WDAY Position: Q1 2026 in Review

SOA Wealth Advisors sold out of Workday (WDAY) in Q1 2026, closing a stake of 500 shares — an estimated $107K sold.

SOA Wealth Advisors first reported a position in WDAY in Q4 2020 and held it in 21 quarters. The position peaked at $312K in Q3 2021. 940 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

SOA Wealth Advisors reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
SOA Wealth Advisors sold 500 Workday shares in Q1 2026, an estimated $107K.
SOA Wealth Advisors first reported a position in Workday in Q4 2020 and held it in 21 quarters.
SOA Wealth Advisors's Workday position peaked at $312K in Q3 2021.
940 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.