Avantax Advisory Services’s Western Digital WDC Stock Holding History

Avantax Advisory Services’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	$558K	Buy	+8,725	New	+$415K	﹤0.01%	1521
2025 Q1	–	Sell	-7,280	Closed	-$328K	–	2332
2024 Q4	$328K	Buy	7,280 +580	+9%	+$29.2K	﹤0.01%	1722
2024 Q3	$346K	Sell	6,700 -2,650	-28%	-$134K	﹤0.01%	1658
2024 Q2	$535K	Buy	9,350 +4,634	+98%	+$257K	﹤0.01%	1323
2024 Q1	$243K	Buy	+4,716	New	+$207K	﹤0.01%	1424
2022 Q1	–	Sell	-5,928	Closed	-$292K	–	1366
2021 Q4	$292K	Hold	5,928	–	–	﹤0.01%	988
2021 Q3	$254K	Buy	5,928 +16	+0.3%	+$760	﹤0.01%	998
2021 Q2	$318K	Buy	5,912 +11	+0.2%	+$595	0.01%	878
2021 Q1	$298K	Buy	5,901 +43	+0.7%	+$2.01K	0.01%	810
2020 Q4	$245K	Sell	5,858 -2,992	-34%	-$99.3K	0.01%	813
2020 Q3	$243K	Buy	+8,850	New	+$263K	﹤0.01%	1126

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avantax Advisory Services's WDC Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Western Digital (WDC) in Q2 2025: 8,725 shares worth $558K. The stake represents ﹤0.01% of the portfolio and ranks #1521 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in WDC as recently as Q4 2024.

Avantax Advisory Services first reported a position in WDC in Q3 2020 and has held it in 11 quarters since. 748 funds tracked by Wall St. Rank hold WDC as of Q2 2025.

Avantax Advisory Services held 8,725 shares of Western Digital worth $558K as of Q2 2025.
Western Digital was a new Avantax Advisory Services position in Q2 2025.
Western Digital made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1521 holding.
Avantax Advisory Services first reported a position in Western Digital in Q3 2020 and has held it in 11 quarters since.
748 funds tracked by Wall St. Rank held Western Digital as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.