Turtle Creek Wealth Advisors’s Workday WDAY Stock Holding History

Turtle Creek Wealth Advisors’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	$384K	Buy	+3,138	New	+$398K	0.02%	308
2025 Q4	–	Sell	-847	Closed	-$204K	–	420
2025 Q3	$204K	Buy	+847	New	+$196K	0.02%	356
2024 Q1	–	Sell	-69	Closed	-$19K	–	809
2023 Q4	$19K	Buy	+69	New	+$16.4K	0.01%	428

Other funds holding WDAY

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Turtle Creek Wealth Advisors's WDAY Position: Q2 2026 in Review

Turtle Creek Wealth Advisors opened a new position in Workday (WDAY) in Q2 2026: 3,138 shares worth $384K. The stake represents 0.02% of the portfolio and ranks #308 among its holdings. This is a return to the name: Turtle Creek Wealth Advisors previously reported a position in WDAY as recently as Q3 2025.

Turtle Creek Wealth Advisors first reported a position in WDAY in Q4 2023 and has held it in 3 quarters since. 358 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

Turtle Creek Wealth Advisors held 3,138 shares of Workday worth $384K as of Q2 2026.
Workday was a new Turtle Creek Wealth Advisors position in Q2 2026.
Workday made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #308 holding.
Turtle Creek Wealth Advisors first reported a position in Workday in Q4 2023 and has held it in 3 quarters since.
358 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.