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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Spectrum Wealth Advisory Group's WDAY Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Workday (WDAY) in Q2 2026: 464 shares worth $56.8K. The stake represents 0.02% of the portfolio and ranks #137 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in WDAY as recently as Q1 2022.

Spectrum Wealth Advisory Group first reported a position in WDAY in Q1 2019 and has held it in 13 quarters since. The position peaked at $525K in Q3 2020. 914 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

Spectrum Wealth Advisory Group held 464 shares of Workday worth $56.8K as of Q2 2026.
Workday was a new Spectrum Wealth Advisory Group position in Q2 2026.
Workday made up 0.02% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #137 holding.
Spectrum Wealth Advisory Group first reported a position in Workday in Q1 2019 and has held it in 13 quarters since.
Spectrum Wealth Advisory Group's Workday position peaked at $525K in Q3 2020.
914 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.