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Amplius Wealth Advisors’s Western Digital WDC Stock Holding History

Amplius 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 		$227K Buy
+355
New +$173K 0.02% 193
2022
Q1 		– Sell
-1,372
Closed -$67K – 914
2021
Q4 		$67K Buy
+1,372
New +$59.6K 0.01% 294

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

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

Amplius Wealth Advisors opened a new position in Western Digital (WDC) in Q2 2026: 355 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #193 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in WDC as recently as Q4 2021.

Amplius Wealth Advisors first reported a position in WDC in Q4 2021 and has held it in 2 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Amplius Wealth Advisors held 355 shares of Western Digital worth $227K as of Q2 2026.
  • Western Digital was a new Amplius Wealth Advisors position in Q2 2026.
  • Western Digital made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #193 holding.
  • Amplius Wealth Advisors first reported a position in Western Digital in Q4 2021 and has held it in 2 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.