AWA
WDC icon

Aaron Wealth Advisors’s Western Digital WDC Stock Holding History

Aaron Wealth Advisors’s Portfolio WDC Stock Details WDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.94M Buy
4,605
+426
+10% +$207K 0.15% 87
2026
Q1 		$1.13M Buy
4,179
+306
+8% +$79.9K 0.06% 202
2025
Q4 		$667K Buy
3,873
+288
+8% +$43.7K 0.04% 356
2025
Q3 		$430K Sell
3,585
-668
-16% -$54.6K 0.03% 450
2025
Q2 		$272K Buy
+4,253
New +$202K 0.03% 384

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aaron Wealth Advisors's WDC Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Western Digital (WDC) stake by 10% in Q2 2026, buying an estimated $207K and bringing the position to 4,605 shares worth $2.94M. The position accounts for 0.15% of the portfolio, ranked #87.

Aaron Wealth Advisors first reported a position in WDC in Q2 2025 and has held it in 5 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Aaron Wealth Advisors held 4,605 shares of Western Digital worth $2.94M as of Q2 2026.
  • Aaron Wealth Advisors bought 426 Western Digital shares in Q2 2026, an estimated $207K.
  • Western Digital made up 0.15% of Aaron Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • Aaron Wealth Advisors first reported a position in Western Digital in Q2 2025 and has held it in 5 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.