Arkadios Wealth Advisors’s Western Digital WDC Stock Holding History

Arkadios 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	$17.9M	Sell	27,972 -3,716	-12%	-$1.81M	0.27%	81
2026 Q1	$8.57M	Sell	31,688 -6,631	-17%	-$1.73M	0.14%	174
2025 Q4	$6.6M	Sell	38,319 -142	-0.4%	-$21.5K	0.13%	175
2025 Q3	$4.62M	Buy	38,461 +11,794	+44%	+$964K	0.11%	202
2025 Q2	$1.71M	Buy	26,667 +608	+2%	+$28.9K	0.05%	386
2025 Q1	$1.05M	Sell	26,059 -340	-1%	-$16.1K	0.04%	443
2024 Q4	$1.19M	Buy	26,399 +4,936	+23%	+$248K	0.06%	294
2024 Q3	$1.11M	Buy	+21,463	New	+$1.08M	0.06%	294
2021 Q4	–	Sell	-572	Closed	-$24K	–	1775
2021 Q3	$24K	Buy	572 +215	+60%	+$10.2K	﹤0.01%	1150
2021 Q2	$19K	Buy	357 +264	+284%	+$14.3K	﹤0.01%	1315
2021 Q1	$4K	Buy	+93	New	+$4.35K	﹤0.01%	1435

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

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

Arkadios Wealth Advisors reduced its Western Digital (WDC) stake by 12% in Q2 2026, selling an estimated $1.81M and leaving 27,972 shares worth $17.9M. The position accounts for 0.27% of the portfolio, ranked #81.

Arkadios Wealth Advisors first reported a position in WDC in Q1 2021 and has held it in 11 quarters since. 1,847 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Arkadios Wealth Advisors held 27,972 shares of Western Digital worth $17.9M as of Q2 2026.
Arkadios Wealth Advisors sold 3,716 Western Digital shares in Q2 2026, an estimated $1.81M.
Western Digital made up 0.27% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Arkadios Wealth Advisors first reported a position in Western Digital in Q1 2021 and has held it in 11 quarters since.
1,847 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

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