YHB Investment Advisors’s Workday WDAY Stock Holding History

YHB Investment 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	$1.03M	Buy	8,436 +2,077	+33%	+$263K	0.07%	174
2026 Q1	$826K	Buy	6,359 +680	+12%	+$108K	0.06%	179
2025 Q4	$1.22M	Sell	5,679 -174	-3%	-$39.5K	0.08%	151
2025 Q3	$1.41M	Buy	5,853 +1,666	+40%	+$385K	0.1%	139
2025 Q2	$1M	Buy	4,187 +7	+0.2%	+$1.71K	0.08%	159
2025 Q1	$976K	Sell	4,180 -26	-0.6%	-$6.64K	0.08%	153
2024 Q4	$1.09M	Buy	4,206 +1,252	+42%	+$320K	0.09%	147
2024 Q3	$722K	Buy	2,954 +616	+26%	+$145K	0.06%	172
2024 Q2	$523K	Buy	+2,338	New	+$563K	0.05%	194

Other funds holding WDAY

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

YHB Investment Advisors's WDAY Position: Q2 2026 in Review

YHB Investment Advisors increased its Workday (WDAY) stake by 33% in Q2 2026, buying an estimated $263K and bringing the position to 8,436 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #174.

YHB Investment Advisors first reported a position in WDAY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.41M in Q3 2025. 325 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

YHB Investment Advisors held 8,436 shares of Workday worth $1.03M as of Q2 2026.
YHB Investment Advisors bought 2,077 Workday shares in Q2 2026, an estimated $263K.
Workday made up 0.07% of YHB Investment Advisors's portfolio in Q2 2026, its #174 holding.
YHB Investment Advisors first reported a position in Workday in Q2 2024 and has held it in 9 quarters since.
YHB Investment Advisors's Workday position peaked at $1.41M in Q3 2025.
325 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.