Sowell Financial Services’s Workday WDAY Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-1,243	Closed	-$290K	–	1102
2025 Q1	$290K	Buy	+1,243	New	+$317K	0.01%	781
2021 Q2	–	Sell	-1,078	Closed	-$253K	–	2717
2021 Q1	$253K	Sell	1,078 -972	-47%	-$240K	0.01%	919
2020 Q4	$491K	Sell	2,050 -665	-24%	-$149K	0.02%	531
2020 Q3	$584K	Buy	2,715 +738	+37%	+$146K	0.03%	434
2020 Q2	$370K	Buy	1,977 +1,122	+131%	+$181K	0.02%	540
2020 Q1	$111K	Buy	855 +239	+39%	+$40.3K	0.01%	813
2019 Q4	$101K	Sell	616 -65	-10%	-$10.8K	0.01%	919
2019 Q3	$116K	Buy	+681	New	+$131K	0.01%	786

Other funds holding WDAY

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

BlackRock New York $6.73T AUM 46.02% 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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Sowell Financial Services's WDAY Position: Q2 2025 in Review

Sowell Financial Services sold out of Workday (WDAY) in Q2 2025, closing a stake of 1,243 shares — an estimated $290K sold.

Sowell Financial Services first reported a position in WDAY in Q3 2019 and held it in 8 quarters. The position peaked at $584K in Q3 2020. 1,139 funds tracked by Wall St. Rank hold WDAY as of Q2 2025.

Sowell Financial Services reported no remaining Workday position as of Q2 2025 after selling out during the quarter.
Sowell Financial Services sold 1,243 Workday shares in Q2 2025, an estimated $290K.
Sowell Financial Services first reported a position in Workday in Q3 2019 and held it in 8 quarters.
Sowell Financial Services's Workday position peaked at $584K in Q3 2020.
1,139 funds tracked by Wall St. Rank held Workday as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.