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Atria Wealth Solutions’s Western Digital WDC Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-16,695
Closed -$675K – 1924
2025
Q1 		$675K Sell
16,695
-4,559
-21% -$216K 0.01% 1051
2024
Q4 		$958K Sell
21,254
-11,047
-34% -$555K 0.01% 939
2024
Q3 		$1.67M Buy
32,301
+579
+2% +$29.3K 0.02% 702
2024
Q2 		$1.82M Sell
31,722
-187
-0.6% -$10.4K 0.02% 654
2024
Q1 		$1.65M Buy
31,909
+13,238
+71% +$580K 0.02% 698
2023
Q4 		$739K Buy
18,671
+534
+3% +$18.7K 0.01% 1008
2023
Q3 		$626K Sell
18,137
-29
-0.2% -$915 0.01% 1028
2023
Q2 		$521K Sell
18,166
-3,571
-16% -$99.3K 0.01% 1139
2023
Q1 		$619K Sell
21,737
-661
-3% -$19.4K 0.01% 1017
2022
Q4 		$534K Sell
22,398
-8,450
-27% -$223K 0.01% 1047
2022
Q3 		$759K Buy
+30,848
New +$1.02M 0.01% 831
2022
Q2 		– Sell
-16,377
Closed -$615K – 1906
2022
Q1 		$615K Buy
+16,377
New +$672K 0.01% 950

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Wealth Solutions's WDC Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Western Digital (WDC) in Q2 2025, closing a stake of 16,695 shares — an estimated $675K sold.

Atria Wealth Solutions first reported a position in WDC in Q1 2022 and held it in 12 quarters. The position peaked at $1.82M in Q2 2024. 749 funds tracked by Wall St. Rank hold WDC as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Western Digital position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 16,695 Western Digital shares in Q2 2025, an estimated $675K.
  • Atria Wealth Solutions first reported a position in Western Digital in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's Western Digital position peaked at $1.82M in Q2 2024.
  • 749 funds tracked by Wall St. Rank held Western Digital as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.