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Avestar Capital’s Western Digital WDC Stock Holding History

Avestar Capital’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 		$3.38M Sell
5,298
-105
-2% -$51.1K 0.19% 94
2026
Q1 		$1.46M Buy
5,403
+413
+8% +$108K 0.09% 167
2025
Q4 		$860K Buy
4,990
+745
+18% +$113K 0.06% 245
2025
Q3 		$510K Buy
+4,245
New +$347K 0.03% 336
2019
Q3 		– Sell
-2,576
Closed -$72K – 836
2019
Q2 		$72K Buy
2,576
+29
+1% +$994 0.05% 248
2019
Q1 		$75K Sell
2,547
-90
-3% -$3.08K 0.05% 236
2018
Q4 		$48K Buy
2,637
+322
+14% +$11.4K 0.03% 266
2018
Q3 		$80K Buy
2,315
+1,026
+80% +$52K 0.05% 220
2018
Q2 		$52K Buy
1,289
+285
+28% +$18.1K 0.03% 270
2018
Q1 		$51K Buy
1,004
+141
+16% +$9.49K 0.03% 248
2017
Q4 		$32K Buy
+863
New +$55.6K 0.02% 297

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

Avestar Capital's WDC Position: Q2 2026 in Review

Avestar Capital reduced its Western Digital (WDC) stake by 1.9% in Q2 2026, selling an estimated $51.1K and leaving 5,298 shares worth $3.38M. The position accounts for 0.19% of the portfolio, ranked #94.

Avestar Capital first reported a position in WDC in Q4 2017 and has held it in 11 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Avestar Capital held 5,298 shares of Western Digital worth $3.38M as of Q2 2026.
  • Avestar Capital sold 105 Western Digital shares in Q2 2026, an estimated $51.1K.
  • Western Digital made up 0.19% of Avestar Capital's portfolio in Q2 2026, its #94 holding.
  • Avestar Capital first reported a position in Western Digital in Q4 2017 and has held it in 11 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.