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Addison Advisors’s Western Digital WDC Stock Holding History

Addison 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 		$152K Sell
238
-1,080
-82% -$525K 0.07% 135
2026
Q1 		$357K Buy
1,318
+33
+3% +$8.62K 0.08% 157
2025
Q4 		$221K Buy
1,285
+4
+0.3% +$607 0.05% 205
2025
Q3 		$154K Buy
1,281
+85
+7% +$6.95K 0.04% 258
2025
Q2 		$76.5K Buy
1,196
+13
+1% +$619 0.02% 344
2025
Q1 		$47.8K Sell
1,183
-403
-25% -$19.1K 0.01% 395
2024
Q4 		$71.5K Sell
1,586
-11
-0.7% -$553 0.02% 336
2024
Q3 		$82.4K Sell
1,597
-102
-6% -$5.15K 0.02% 328
2024
Q2 		$97.3K Buy
1,699
+53
+3% +$2.94K 0.03% 292
2024
Q1 		$84.9K Buy
1,646
+170
+12% +$7.44K 0.03% 304
2023
Q4 		$58.4K Buy
1,476
+59
+4% +$2.06K 0.02% 339
2023
Q3 		$48.9K Buy
1,417
+52
+4% +$1.64K 0.02% 323
2023
Q2 		$39.1K Buy
1,365
+78
+6% +$2.17K 0.02% 349
2023
Q1 		$36.7K Buy
1,287
+1,222
+1,880% +$35.8K 0.02% 332
2022
Q4 		$1.55K Buy
65
+3
+5% +$79 ﹤0.01% 574
2022
Q3 		$2K Buy
62
+12
+24% +$398 ﹤0.01% 575
2022
Q2 		$2K Sell
50
-635
-93% -$25.5K ﹤0.01% 560
2022
Q1 		$26K Buy
685
+674
+6,127% +$27.7K 0.01% 369
2021
Q4 		$1K Buy
+11
New +$478 ﹤0.01% 649

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

Addison Advisors's WDC Position: Q2 2026 in Review

Addison Advisors reduced its Western Digital (WDC) stake by 82% in Q2 2026, selling an estimated $525K and leaving 238 shares worth $152K. The position accounts for 0.07% of the portfolio, ranked #135.

Addison Advisors first reported a position in WDC in Q4 2021 and has held it in 19 quarters since. The position peaked at $357K in Q1 2026. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Addison Advisors held 238 shares of Western Digital worth $152K as of Q2 2026.
  • Addison Advisors sold 1,080 Western Digital shares in Q2 2026, an estimated $525K.
  • Western Digital made up 0.07% of Addison Advisors's portfolio in Q2 2026, its #135 holding.
  • Addison Advisors first reported a position in Western Digital in Q4 2021 and has held it in 19 quarters since.
  • Addison Advisors's Western Digital position peaked at $357K in Q1 2026.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.