VWA
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Valued Wealth Advisors’s Workday WDAY Stock Holding History

Valued 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 		– Sell
-1
Closed -$175 – 936
2026
Q1 		$175 Hold
1
– – ﹤0.01% 712
2025
Q4 		$288 Hold
1
– – ﹤0.01% 578
2025
Q3 		$323 Sell
1
-2
-67% -$462 ﹤0.01% 553
2025
Q2 		$720 Hold
3
– – ﹤0.01% 484
2025
Q1 		$701 Hold
3
– – ﹤0.01% 518
2024
Q4 		$775 Hold
3
– – ﹤0.01% 506
2024
Q3 		$734 Buy
+3
New +$709 ﹤0.01% 497

Other funds holding WDAY

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Valued Wealth Advisors's WDAY Position: Q2 2026 in Review

Valued Wealth Advisors sold out of Workday (WDAY) in Q2 2026, closing a stake of 1 share — an estimated $175 sold.

Valued Wealth Advisors first reported a position in WDAY in Q3 2024 and held it in 7 quarters. The position peaked at $775 in Q4 2024. 202 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Valued Wealth Advisors reported no remaining Workday position as of Q2 2026 after selling out during the quarter.
  • Valued Wealth Advisors sold 1 Workday share in Q2 2026, an estimated $175.
  • Valued Wealth Advisors first reported a position in Workday in Q3 2024 and held it in 7 quarters.
  • Valued Wealth Advisors's Workday position peaked at $775 in Q4 2024.
  • 202 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.