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Livermore
Livermore
ZHEN

Opes Wealth Management LLC

SEC CIK
0001766918
Latest filing
Apr 29, 2026

WDAY holding history

Workday, Inc. in every 13F filed by Opes Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WDAY overviewAll 13F holders of WDAYFull Q1 2026 holdings

Shares (Q1 2026)
3,053
Value
$396.6K
% of portfolio
0.1%
Quarters held
19
Since Q3 2021
Holdings of WDAY by Opes Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20263,053$396.6K0.1%+15+0.5%AddedHolders
Q4 20253,038$652.5K0.1%00.0%UnchangedHolders
Q3 20253,038$731.3K0.1%−5−0.2%ReducedHolders
Q2 20253,043$730.3K0.1%−6−0.2%ReducedHolders
Q1 20253,049$712.0K0.1%+6+0.2%AddedHolders
Q4 20243,043$785.2K0.2%00.0%UnchangedHolders
Q3 20243,043$743.7K0.1%−30−1.0%ReducedHolders
Q2 20243,073$687.0K0.1%+30+1.0%AddedHolders
Q1 20243,043$830.0K0.2%00.0%UnchangedHolders
Q4 20233,043$840.1K0.2%00.0%UnchangedHolders
Q3 20233,043$653.8K0.2%+5+0.2%AddedHolders
Q2 20233,038$686.3K0.2%00.0%UnchangedHolders
Q1 20233,038$627.5K0.2%00.0%UnchangedHolders
Q4 20223,038$508.3K0.2%00.0%UnchangedHolders
Q3 20223,038$462.0K0.2%−10−0.3%ReducedHolders
Q2 20223,048$425.0K0.2%00.0%UnchangedHolders
Q1 20223,048$730.0K0.2%00.0%UnchangedHolders
Q4 20213,048$833.0K0.3%00.0%UnchangedHolders
Q3 20213,048$762.0K0.3%+3,048NewHolders