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Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

WDAY holding history

Workday, Inc. in every 13F filed by Outlook Wealth Advisors, 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 Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q3 2022
Holdings of WDAY by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−3,010−100.0%Sold outHolders
Q4 20253,010$646.5K0.1%+471+18.6%AddedHolders
Q3 20252,539$611.2K0.2%−28−1.1%ReducedHolders
Q2 20252,567$616.1K0.2%00.0%UnchangedHolders
Q1 20252,567$599.5K0.2%−26−1.0%ReducedHolders
Q4 20242,593$669.1K0.2%−17−0.7%ReducedHolders
Q3 20242,610$637.9K0.2%−66−2.5%ReducedHolders
Q2 20242,676$598.2K0.3%−105−3.8%ReducedHolders
Q1 20242,781$758.5K0.2%−280−9.1%ReducedHolders
Q4 20233,061$845.0K0.3%−730−19.3%ReducedHolders
Q3 20233,791$814.5K0.3%+142+3.9%AddedHolders
Q2 20233,649$824.3K0.3%+1,391+61.6%AddedHolders
Q1 20232,258$466.4K0.2%+56+2.5%AddedHolders
Q4 20222,202$368.5K0.2%+28+1.3%AddedHolders
Q3 20222,174$332.0K0.1%+2,174NewHolders