SVWAG
WDAY icon

Sound View Wealth Advisors Group’s Workday WDAY Stock Holding History

Sound View Wealth Advisors Group’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 		$1.21M Buy
9,904
+258
+3% +$32.7K 0.08% 175
2026
Q1 		$1.25M Buy
9,646
+1,532
+19% +$243K 0.09% 166
2025
Q4 		$1.74M Buy
8,114
+256
+3% +$58.2K 0.12% 137
2025
Q3 		$1.89M Buy
7,858
+1,321
+20% +$305K 0.13% 138
2025
Q2 		$1.57M Buy
+6,537
New +$1.59M 0.12% 145

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 $3.37T AUM 44.26% 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

Sound View Wealth Advisors Group's WDAY Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Workday (WDAY) stake by 2.7% in Q2 2026, buying an estimated $32.7K and bringing the position to 9,904 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #175.

Sound View Wealth Advisors Group first reported a position in WDAY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.89M in Q3 2025. 914 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Sound View Wealth Advisors Group held 9,904 shares of Workday worth $1.21M as of Q2 2026.
  • Sound View Wealth Advisors Group bought 258 Workday shares in Q2 2026, an estimated $32.7K.
  • Workday made up 0.08% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #175 holding.
  • Sound View Wealth Advisors Group first reported a position in Workday in Q2 2025 and has held it in 5 quarters since.
  • Sound View Wealth Advisors Group's Workday position peaked at $1.89M in Q3 2025.
  • 914 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.