Aptus Capital Advisors’s Western Digital WDC Stock Holding History

Aptus Capital 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	$11.7M	Sell	18,248 -267	-1%	-$130K	0.08%	204
2026 Q1	$5.01M	Buy	18,515 +15,881	+603%	+$4.15M	0.04%	338
2025 Q4	$454K	Buy	2,634 +884	+51%	+$134K	﹤0.01%	768
2025 Q3	$210K	Buy	+1,750	New	+$143K	﹤0.01%	964
2019 Q4	–	Sell	-62,446	Closed	-$2.81M	–	574
2019 Q3	$2.81M	Buy	62,446 +23,808	+62%	+$1.02M	0.16%	68
2019 Q2	$1.39M	Sell	38,638 -19,649	-34%	-$673K	0.2%	100
2019 Q1	$2.12M	Buy	58,287 +18,782	+48%	+$643K	0.36%	52
2018 Q4	$1.1M	Buy	+39,505	New	+$1.4M	0.29%	62

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aptus Capital Advisors's WDC Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Western Digital (WDC) stake by 1.4% in Q2 2026, selling an estimated $130K and leaving 18,248 shares worth $11.7M. The position accounts for 0.08% of the portfolio, ranked #204.

Aptus Capital Advisors first reported a position in WDC in Q4 2018 and has held it in 8 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Aptus Capital Advisors held 18,248 shares of Western Digital worth $11.7M as of Q2 2026.
Aptus Capital Advisors sold 267 Western Digital shares in Q2 2026, an estimated $130K.
Western Digital made up 0.08% of Aptus Capital Advisors's portfolio in Q2 2026, its #204 holding.
Aptus Capital Advisors first reported a position in Western Digital in Q4 2018 and has held it in 8 quarters since.
1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.