AG
WDC icon

Ascent Group’s Western Digital WDC Stock Holding History

Ascent Group’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 		$6.69M Buy
10,479
+1,179
+13% +$573K 0.2% 108
2026
Q1 		$2.52M Buy
9,300
+3,205
+53% +$837K 0.09% 211
2025
Q4 		$1.05M Buy
6,095
+3,501
+135% +$531K 0.04% 363
2025
Q3 		$311K Buy
+2,594
New +$212K 0.01% 590

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 $3.38T AUM 44.17% 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

Ascent Group's WDC Position: Q2 2026 in Review

Ascent Group increased its Western Digital (WDC) stake by 13% in Q2 2026, buying an estimated $573K and bringing the position to 10,479 shares worth $6.69M. The position accounts for 0.2% of the portfolio, ranked #108.

Ascent Group first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Ascent Group held 10,479 shares of Western Digital worth $6.69M as of Q2 2026.
  • Ascent Group bought 1,179 Western Digital shares in Q2 2026, an estimated $573K.
  • Western Digital made up 0.2% of Ascent Group's portfolio in Q2 2026, its #108 holding.
  • Ascent Group first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.