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United Capital Financial Advisors’s Workday WDAY Stock Holding History

United Capital Financial 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 		$590K Buy
4,819
+773
+19% +$97.9K ﹤0.01% 1027
2026
Q1 		$526K Sell
4,046
-30,790
-88% -$4.89M ﹤0.01% 1049
2025
Q4 		$7.48M Sell
34,836
-11,324
-25% -$2.57M 0.05% 292
2025
Q3 		$11.1M Sell
46,160
-4,324
-9% -$1,000K 0.08% 195
2025
Q2 		$12.1M Buy
50,484
+180
+0.4% +$43.8K 0.1% 163
2025
Q1 		$11.7M Buy
50,304
+2,148
+4% +$548K 0.1% 159
2024
Q4 		$12.4M Sell
48,156
-2,195
-4% -$561K 0.1% 156
2024
Q3 		$12.3M Sell
50,351
-3,653
-7% -$863K 0.1% 162
2024
Q2 		$12.1M Buy
54,004
+27,787
+106% +$6.69M 0.1% 162
2024
Q1 		$7.15M Buy
26,217
+23,466
+853% +$6.68M 0.06% 220
2023
Q4 		$759K Buy
+2,751
New +$655K 0.01% 621
2021
Q3 		– Sell
-970
Closed -$232K – 1248
2021
Q2 		$232K Sell
970
-11
-1% -$2.65K ﹤0.01% 1111
2021
Q1 		$244K Sell
981
-1,119
-53% -$276K ﹤0.01% 1048
2020
Q4 		$503K Sell
2,100
-25,125
-92% -$5.65M ﹤0.01% 847
2020
Q3 		$5.86M Buy
+27,225
New +$5.39M 0.04% 315
2020
Q1 		– Sell
-22,298
Closed -$3.67M – 1382
2019
Q4 		$3.67M Buy
22,298
+227
+1% +$37.7K 0.02% 477
2019
Q3 		$3.75M Buy
22,071
+2,430
+12% +$469K 0.03% 476
2019
Q2 		$4.04M Buy
19,641
+1,557
+9% +$314K 0.03% 462
2019
Q1 		$3.49M Buy
18,084
+1,387
+8% +$252K 0.02% 477
2018
Q4 		$2.67M Sell
16,697
-401
-2% -$56.8K 0.02% 492
2018
Q3 		$2.5M Buy
17,098
+3,514
+26% +$488K 0.02% 559
2018
Q2 		$1.65M Buy
13,584
+2,641
+24% +$338K 0.01% 639
2018
Q1 		$1.39M Buy
+10,943
New +$1.34M 0.01% 685
2017
Q4 		– Sell
-6,450
Closed -$680K – 1361
2017
Q3 		$680K Buy
6,450
+1,461
+29% +$151K 0.01% 876
2017
Q2 		$484K Buy
+4,989
New +$466K ﹤0.01% 929

Other funds holding WDAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

United Capital Financial Advisors's WDAY Position: Q2 2026 in Review

United Capital Financial Advisors increased its Workday (WDAY) stake by 19% in Q2 2026, buying an estimated $97.9K and bringing the position to 4,819 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

United Capital Financial Advisors first reported a position in WDAY in Q2 2017 and has held it in 25 quarters since. The position peaked at $12.4M in Q4 2024. 910 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • United Capital Financial Advisors held 4,819 shares of Workday worth $590K as of Q2 2026.
  • United Capital Financial Advisors bought 773 Workday shares in Q2 2026, an estimated $97.9K.
  • Workday made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1027 holding.
  • United Capital Financial Advisors first reported a position in Workday in Q2 2017 and has held it in 25 quarters since.
  • United Capital Financial Advisors's Workday position peaked at $12.4M in Q4 2024.
  • 910 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.