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Allied Investment Advisors’s Western Digital WDC Stock Holding History

Allied Investment 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
2025
Q4 		– Sell
-2,642
Closed -$317K – 108
2025
Q3 		$317K Buy
+2,642
New +$216K 0.05% 78

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allied Investment Advisors's WDC Position: Q4 2025 in Review

Allied Investment Advisors sold out of Western Digital (WDC) in Q4 2025, closing a stake of 2,642 shares — an estimated $317K sold.

Allied Investment Advisors first reported a position in WDC in Q3 2025 and held it in 1 quarter. The position peaked at $317K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold WDC as of Q4 2025.

  • Allied Investment Advisors reported no remaining Western Digital position as of Q4 2025 after selling out during the quarter.
  • Allied Investment Advisors sold 2,642 Western Digital shares in Q4 2025, an estimated $317K.
  • Allied Investment Advisors first reported a position in Western Digital in Q3 2025 and held it in 1 quarter.
  • Allied Investment Advisors's Western Digital position peaked at $317K in Q3 2025.
  • 1,171 funds tracked by Wall St. Rank held Western Digital as of Q4 2025.

Based on Allied Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.