Bernardo Wealth Planning »

Workday Inc cl a shares owned by Bernardo Wealth Planning

Quarter-by-quarter ownership of Workday Inc cl a (WDAY) shares owned by Bernardo Wealth Planning from 13F filings

Historical chart of Bernardo Wealth Planning investment in Workday Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Workday Inc cl a held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Workday Inc cl a by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $342k 1.4k 240.73
2025-06-30 $340k 1.4k 240.11

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Ishs 1-5yr Invs (IGSB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)

View all positions for Bernardo Wealth Planning

Top funds holding Workday Inc cl a

Vanguard Group
BlackRock
State Street Corporation
Eagle Capital Management
Hotchkis and Wiley Capital Management
Geode Capital Management
T. Rowe Price Investment Management
Ubs Global Asset Management Americas
UBS Group
Fil
Parnassus Investments
Generation Investment Management
Morgan Stanley
Barclays
Manufacturers Life Insurance Company

View all funds holding Workday Inc cl a