Welch & Forbes’s Workday WDAY Stock Holding History

Welch & Forbes’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	$299K	Hold	2,442	–	–	﹤0.01%	341
2026 Q1	$317K	Hold	2,442	–	–	﹤0.01%	322
2025 Q4	$524K	Sell	2,442 -10	-0.4%	-$2.27K	0.01%	273
2025 Q3	$590K	Hold	2,452	–	–	0.01%	263
2025 Q2	$588K	Sell	2,452 -15	-0.6%	-$3.65K	0.01%	265
2025 Q1	$576K	Sell	2,467 -36	-1%	-$9.19K	0.01%	262
2024 Q4	$646K	Buy	2,503 +10	+0.4%	+$2.56K	0.01%	258
2024 Q3	$609K	Hold	2,493	–	–	0.01%	268
2024 Q2	$557K	Buy	2,493 +26	+1%	+$6.26K	0.01%	271
2024 Q1	$673K	Buy	2,467 +10	+0.4%	+$2.85K	0.01%	256
2023 Q4	$678K	Hold	2,457	–	–	0.01%	256
2023 Q3	$528K	Buy	2,457 +4	+0.2%	+$928	0.01%	273
2023 Q2	$554K	Buy	2,453 +11	+0.5%	+$2.2K	0.01%	279
2023 Q1	$504K	Sell	2,442 -750	-23%	-$136K	0.01%	278
2022 Q4	$534K	Hold	3,192	–	–	0.01%	273
2022 Q3	$486K	Sell	3,192 -225	-7%	-$35.2K	0.01%	280
2022 Q2	$477K	Hold	3,417	–	–	0.01%	287
2022 Q1	$818K	Hold	3,417	–	–	0.01%	250
2021 Q4	$933K	Hold	3,417	–	–	0.01%	238
2021 Q3	$854K	Hold	3,417	–	–	0.01%	236
2021 Q2	$816K	Hold	3,417	–	–	0.01%	242
2021 Q1	$849K	Hold	3,417	–	–	0.02%	229
2020 Q4	$818K	Sell	3,417 -100	-3%	-$22.5K	0.02%	230
2020 Q3	$756K	Sell	3,517 -16	-0.5%	-$3.17K	0.02%	219
2020 Q2	$662K	Buy	3,533 +16	+0.5%	+$2.59K	0.02%	223
2020 Q1	$458K	Hold	3,517	–	–	0.01%	239
2019 Q4	$578K	Hold	3,517	–	–	0.01%	249
2019 Q3	$598K	Hold	3,517	–	–	0.01%	247
2019 Q2	$723K	Sell	3,517 -2	-0.1%	-$404	0.02%	226
2019 Q1	$679K	Buy	3,519 +2	+0.1%	+$364	0.02%	229
2018 Q4	$561K	Hold	3,517	–	–	0.02%	238
2018 Q3	$513K	Hold	3,517	–	–	0.01%	254
2018 Q2	$426K	Hold	3,517	–	–	0.01%	266
2018 Q1	$447K	Hold	3,517	–	–	0.01%	263
2017 Q4	$357K	Buy	3,517 +1,517	+76%	+$162K	0.01%	271
2017 Q3	$211K	Sell	2,000 -1,517	-43%	-$157K	0.01%	319
2017 Q2	$341K	Hold	3,517	–	–	0.01%	278
2017 Q1	$293K	Hold	3,517	–	–	0.01%	294
2016 Q4	$232K	Hold	3,517	–	–	0.01%	315
2016 Q3	$322K	Hold	3,517	–	–	0.01%	246
2016 Q2	$262K	Hold	3,517	–	–	0.01%	298
2016 Q1	$271K	Hold	3,517	–	–	0.01%	292
2015 Q4	$280K	Buy	+3,517	New	+$281K	0.01%	278
2015 Q3	–	Sell	-3,517	Closed	-$269K	–	342
2015 Q2	$269K	Hold	3,517	–	–	0.01%	296
2015 Q1	$297K	Sell	3,517 -100	-3%	-$8.46K	0.01%	291
2014 Q4	$295K	Hold	3,617	–	–	0.01%	305
2014 Q3	$298K	Buy	+3,617	New	+$309K	0.01%	298

Other funds holding WDAY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Welch & Forbes's WDAY Position: Q2 2026 in Review

Welch & Forbes held its Workday (WDAY) position steady in Q2 2026 at 2,442 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Welch & Forbes first reported a position in WDAY in Q3 2014 and has held it in 47 quarters since. The position peaked at $933K in Q4 2021. 911 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

Welch & Forbes held 2,442 shares of Workday worth $299K as of Q2 2026.
Welch & Forbes left its Workday share count unchanged in Q2 2026.
Workday made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #341 holding.
Welch & Forbes first reported a position in Workday in Q3 2014 and has held it in 47 quarters since.
Welch & Forbes's Workday position peaked at $933K in Q4 2021.
911 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.