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Workday Inc cl a shares owned by Sterling Group Wealth Management

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

Historical chart of Sterling Group Wealth Management investment in Workday Inc cl a

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

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Quarterly reported holdings in Workday Inc cl a by Sterling Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 21k 244.41
2024-06-30 $4.7M 21k 223.56
2023-12-31 $5.8M 21k 276.06
2023-09-30 $4.5M 21k 214.85
2023-06-30 $4.7M 21k 225.89
2023-03-31 $4.3M 21k 206.54
2022-12-31 $3.5M 21k 167.33

More positions owned by Sterling Group Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Workday Cl A (WDAY)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Lpl Financial Holdings (LPLA)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Sterling Group Wealth Management

Top funds holding Workday Inc cl a

Vanguard Group
BlackRock
Baillie Gifford & Co
State Street Corporation
Henderson Group
Sustainable Growth Advisers
Viking Global Investors
Polen Capital Management
Nuveen Asset Management
Brown Advisory Holdings Incorporated
Morgan Stanley
Eagle Capital Management
Geode Capital Management
Bank of America Corporation
ClearBridge Advisors

View all funds holding Workday Inc cl a