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United Financial Planning Group’s Workday WDAY Stock Holding History

United Financial Planning Group’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 		– Sell
-1
Closed -$215 – 639
2025
Q4 		$215 Buy
+1
New +$227 ﹤0.01% 462

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

United Financial Planning Group's WDAY Position: Q1 2026 in Review

United Financial Planning Group sold out of Workday (WDAY) in Q1 2026, closing a stake of 1 share — an estimated $215 sold.

United Financial Planning Group first reported a position in WDAY in Q4 2025 and held it in 1 quarter. The position peaked at $215 in Q4 2025. 941 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • United Financial Planning Group reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 1 Workday share in Q1 2026, an estimated $215.
  • United Financial Planning Group first reported a position in Workday in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Workday position peaked at $215 in Q4 2025.
  • 941 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.