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Allied Private Wealth’s Western Digital WDC Stock Holding History

Allied Private Wealth’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 		$17.6K Buy
+32
New +$15.6K 0.01% 414

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

Allied Private Wealth's WDC Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Western Digital (WDC) in Q2 2026: 32 shares worth $17.6K. The stake represents 0.01% of the portfolio and ranks #414 among its holdings.

1,845 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Allied Private Wealth held 32 shares of Western Digital worth $17.6K as of Q2 2026.
  • Western Digital was a new Allied Private Wealth position in Q2 2026.
  • Western Digital made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #414 holding.
  • 1,845 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.