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Wood Tarver Financial Group’s Workday WDAY Stock Holding History

Wood Tarver Financial 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
2025
Q3 		– Sell
-384
Closed -$92K – 648
2025
Q2 		$92K Hold
384
– – 0.03% 221
2025
Q1 		$89.7K Buy
384
+383
+38,300% +$97.7K 0.03% 212
2024
Q4 		$0 Buy
+1
New +$255 ﹤0.01% 784

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wood Tarver Financial Group's WDAY Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Workday (WDAY) in Q3 2025, closing a stake of 384 shares — an estimated $92K sold.

Wood Tarver Financial Group first reported a position in WDAY in Q4 2024 and held it in 3 quarters. The position peaked at $92K in Q2 2025. 1,095 funds tracked by Wall St. Rank hold WDAY as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Workday position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 384 Workday shares in Q3 2025, an estimated $92K.
  • Wood Tarver Financial Group first reported a position in Workday in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Workday position peaked at $92K in Q2 2025.
  • 1,095 funds tracked by Wall St. Rank held Workday as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.