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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $59B AUM 32.99% 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 $11.2B AUM 0.58% 1-Year Est. Return

Sound View Wealth Advisors Group's WDAY Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Workday (WDAY) stake by 19% in Q1 2026, buying an estimated $243K and bringing the position to 9,646 shares worth $1.25M. The position accounts for 0.09% of the portfolio, ranked #166.

Sound View Wealth Advisors Group first reported a position in WDAY in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.89M in Q3 2025. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Sound View Wealth Advisors Group held 9,646 shares of Workday worth $1.25M as of Q1 2026.
  • Sound View Wealth Advisors Group bought 1,532 Workday shares in Q1 2026, an estimated $243K.
  • Workday made up 0.09% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #166 holding.
  • Sound View Wealth Advisors Group first reported a position in Workday in Q2 2025 and has held it in 4 quarters since.
  • Sound View Wealth Advisors Group's Workday position peaked at $1.89M in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.