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Activest Wealth Management’s Western Digital WDC Stock Holding History

Activest Wealth Management’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 		$106K Sell
166
-70
-30% -$34K 0.02% 181
2026
Q1 		$63.8K Sell
236
-908
-79% -$237K 0.01% 292
2025
Q4 		$197K Sell
1,144
-877
-43% -$133K 0.04% 147
2025
Q3 		$243K Buy
2,021
+1,969
+3,787% +$161K 0.05% 114
2025
Q2 		$3.33K Sell
52
-54
-51% -$2.57K ﹤0.01% 615
2025
Q1 		$4.29K Buy
+106
New +$5.03K ﹤0.01% 532

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

Activest Wealth Management's WDC Position: Q2 2026 in Review

Activest Wealth Management reduced its Western Digital (WDC) stake by 30% in Q2 2026, selling an estimated $34K and leaving 166 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #181.

Activest Wealth Management first reported a position in WDC in Q1 2025 and has held it in 6 quarters since. The position peaked at $243K in Q3 2025. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Activest Wealth Management held 166 shares of Western Digital worth $106K as of Q2 2026.
  • Activest Wealth Management sold 70 Western Digital shares in Q2 2026, an estimated $34K.
  • Western Digital made up 0.02% of Activest Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Activest Wealth Management first reported a position in Western Digital in Q1 2025 and has held it in 6 quarters since.
  • Activest Wealth Management's Western Digital position peaked at $243K in Q3 2025.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

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