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Avantax Planning Partners’s Western Digital WDC Stock Holding History

Avantax Planning Partners’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 		– Sell
-1,126
Closed -$305K – 474
2026
Q1 		$305K Sell
1,126
-325
-22% -$84.8K 0.01% 350
2025
Q4 		$250K Buy
+1,451
New +$220K 0.01% 379
2018
Q4 		– Sell
-2,016
Closed -$89K – 1189
2018
Q3 		$89K Buy
+2,016
New +$102K 0.01% 374
2018
Q2 		– Sell
-3,821
Closed -$265K – 1476
2018
Q1 		$265K Sell
3,821
-271
-7% -$18.2K 0.02% 249
2017
Q4 		$246K Sell
4,092
-509
-11% -$32.8K 0.02% 261
2017
Q3 		$300K Sell
4,601
-1,446
-24% -$95.9K 0.02% 269
2017
Q2 		$405K Buy
6,047
+33
+0.5% +$2.19K 0.03% 217
2017
Q1 		$375K Buy
6,014
+174
+3% +$10K 0.03% 214
2016
Q4 		$300K Buy
+5,840
New +$269K 0.03% 228

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 $3.37T AUM 44.26% 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

Avantax Planning Partners's WDC Position: Q2 2026 in Review

Avantax Planning Partners sold out of Western Digital (WDC) in Q2 2026, closing a stake of 1,126 shares — an estimated $305K sold.

Avantax Planning Partners first reported a position in WDC in Q4 2016 and held it in 9 quarters. The position peaked at $405K in Q2 2017. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Avantax Planning Partners reported no remaining Western Digital position as of Q2 2026 after selling out during the quarter.
  • Avantax Planning Partners sold 1,126 Western Digital shares in Q2 2026, an estimated $305K.
  • Avantax Planning Partners first reported a position in Western Digital in Q4 2016 and held it in 9 quarters.
  • Avantax Planning Partners's Western Digital position peaked at $405K in Q2 2017.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.