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Summit Wealth Group (Colorado)’s Workday WDAY Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-5,314
Closed -$1.14M – 643
2025
Q3 		$1.14M Buy
+5,314
New +$1.23M 0.12% 144

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Summit Wealth Group (Colorado)'s WDAY Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Workday (WDAY) in Q4 2025, closing a stake of 5,314 shares — an estimated $1.14M sold.

Summit Wealth Group (Colorado) first reported a position in WDAY in Q3 2025 and held it in 1 quarter. The position peaked at $1.14M in Q3 2025. 1,095 funds tracked by Wall St. Rank hold WDAY as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Workday position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 5,314 Workday shares in Q4 2025, an estimated $1.14M.
  • Summit Wealth Group (Colorado) first reported a position in Workday in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Workday position peaked at $1.14M in Q3 2025.
  • 1,095 funds tracked by Wall St. Rank held Workday as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.