Spectrum Wealth Advisory Group’s Workday WDAY Stock Holding History

Spectrum Wealth Advisory 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 Q3	–	Sell	-464	Closed	-$56.8K	–	501
2026 Q2	$56.8K	Buy	+464	New	+$58.8K	0.02%	137
2022 Q2	–	Sell	-940	Closed	-$225K	–	48
2022 Q1	$225K	Sell	940 -100	-10%	-$23.8K	0.22%	43
2021 Q4	$284K	Hold	1,040	–	–	0.25%	40
2021 Q3	$260K	Sell	1,040 -275	-21%	-$68.1K	0.26%	40
2021 Q2	$314K	Buy	1,315 +125	+11%	+$30.1K	0.31%	35
2021 Q1	$296K	Hold	1,190	–	–	0.28%	32
2020 Q4	$285K	Sell	1,190 -1,240	-51%	-$279K	0.32%	27
2020 Q3	$525K	Buy	2,430 +1,136	+88%	+$225K	0.34%	26
2020 Q2	$242K	Buy	+1,294	New	+$209K	0.34%	30
2020 Q1	–	Sell	-1,293	Closed	-$213K	–	31
2019 Q4	$213K	Hold	1,293	–	–	0.38%	27
2019 Q3	$220K	Hold	1,293	–	–	0.44%	26
2019 Q2	$268K	Sell	1,293 -533	-29%	-$108K	0.55%	28
2019 Q1	$352K	Buy	+1,826	New	+$332K	0.55%	24

Other funds holding WDAY

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Spectrum Wealth Advisory Group's WDAY Position: Q3 2026 in Review

Spectrum Wealth Advisory Group sold out of Workday (WDAY) in Q3 2026, closing a stake of 464 shares — an estimated $56.8K sold.

Spectrum Wealth Advisory Group first reported a position in WDAY in Q1 2019 and held it in 13 quarters. The position peaked at $525K in Q3 2020. 327 funds tracked by Wall St. Rank hold WDAY as of Q3 2026.

Spectrum Wealth Advisory Group reported no remaining Workday position as of Q3 2026 after selling out during the quarter.
Spectrum Wealth Advisory Group sold 464 Workday shares in Q3 2026, an estimated $56.8K.
Spectrum Wealth Advisory Group first reported a position in Workday in Q1 2019 and held it in 13 quarters.
Spectrum Wealth Advisory Group's Workday position peaked at $525K in Q3 2020.
327 funds tracked by Wall St. Rank held Workday as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.