United Asset Strategies’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-3,938
Closed -$846K 278
2025
Q4
$846K Buy
+3,938
New +$895K 0.07% 162
2024
Q2
Sell
-5,557
Closed -$1.52M 244
2024
Q1
$1.52M Buy
5,557
+154
+3% +$43.8K 0.15% 120
2023
Q4
$1.49M Buy
+5,403
New +$1.29M 0.17% 114

Other funds holding WDAY

United Asset Strategies's WDAY Position: Q1 2026 in Review

United Asset Strategies sold out of Workday (WDAY) in Q1 2026, closing a stake of 3,938 shares — an estimated $846K sold.

United Asset Strategies first reported a position in WDAY in Q4 2023 and held it in 3 quarters. The position peaked at $1.52M in Q1 2024. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • United Asset Strategies reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • United Asset Strategies sold 3,938 Workday shares in Q1 2026, an estimated $846K.
  • United Asset Strategies first reported a position in Workday in Q4 2023 and held it in 3 quarters.
  • United Asset Strategies's Workday position peaked at $1.52M in Q1 2024.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on United Asset Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.