Sterling Group Wealth Management’s Workday WDAY Stock Holding History

Sterling Group Wealth Management’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	-20,940	Closed	-$4.89M	–	63
2025 Q1	$4.89M	Hold	20,940	–	–	2.62%	9
2024 Q4	$5.4M	Hold	20,940	–	–	2.8%	9
2024 Q3	$5.12M	Hold	20,940	–	–	2.71%	9
2024 Q2	$4.68M	Buy	+20,940	New	+$5.04M	2.69%	8
2024 Q1	–	Sell	-20,940	Closed	-$5.78M	–	52
2023 Q4	$5.78M	Hold	20,940	–	–	4.49%	8
2023 Q3	$4.5M	Hold	20,940	–	–	4.26%	7
2023 Q2	$4.73M	Hold	20,940	–	–	4.1%	6
2023 Q1	$4.32M	Hold	20,940	–	–	4.08%	7
2022 Q4	$3.5M	Buy	+20,940	New	+$3.27M	3.45%	8

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

Sterling Group Wealth Management's WDAY Position: Q2 2025 in Review

Sterling Group Wealth Management sold out of Workday (WDAY) in Q2 2025, closing a stake of 20,940 shares — an estimated $4.89M sold.

Sterling Group Wealth Management first reported a position in WDAY in Q4 2022 and held it in 9 quarters. The position peaked at $5.78M in Q4 2023. 1,139 funds tracked by Wall St. Rank hold WDAY as of Q2 2025.

Sterling Group Wealth Management reported no remaining Workday position as of Q2 2025 after selling out during the quarter.
Sterling Group Wealth Management sold 20,940 Workday shares in Q2 2025, an estimated $4.89M.
Sterling Group Wealth Management first reported a position in Workday in Q4 2022 and held it in 9 quarters.
Sterling Group Wealth Management's Workday position peaked at $5.78M in Q4 2023.
1,139 funds tracked by Wall St. Rank held Workday as of Q2 2025.

Based on Sterling Group Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.