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Twin Peaks Wealth Advisors’s Workday WDAY Stock Holding History

Twin Peaks 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
Q1 		$202K Buy
+1,556
New +$247K 0.05% 182
2025
Q3 		– Sell
-172
Closed -$36.8K – 2119
2025
Q2 		$36.8K Buy
+172
New +$41.9K 0.01% 415

Other funds holding WDAY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Twin Peaks Wealth Advisors's WDAY Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Workday (WDAY) in Q1 2026: 1,556 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #182 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in WDAY as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in WDAY in Q2 2025 and has held it in 2 quarters since. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,556 shares of Workday worth $202K as of Q1 2026.
  • Workday was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Workday made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #182 holding.
  • Twin Peaks Wealth Advisors first reported a position in Workday in Q2 2025 and has held it in 2 quarters since.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.