AWE
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Avidian Wealth Enterprises’s Western Digital WDC Stock Holding History

Avidian Wealth Enterprises’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
2021
Q4 		– Sell
-50,274
Closed -$118K – 568
2021
Q3 		$118K Buy
+50,274
New +$2.39M 0.01% 369

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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Avidian Wealth Enterprises's WDC Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Western Digital (WDC) stake by 42% in Q2 2026, buying an estimated $171K and bringing the position to 1,196 shares worth $764K. The position accounts for 0.02% of the portfolio, ranked #382.

Avidian Wealth Enterprises first reported a position in WDC in Q1 2026 and has held it in 2 quarters since. 798 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Avidian Wealth Enterprises held 1,196 shares of Western Digital worth $764K as of Q2 2026.
  • Avidian Wealth Enterprises bought 352 Western Digital shares in Q2 2026, an estimated $171K.
  • Western Digital made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #382 holding.
  • Avidian Wealth Enterprises first reported a position in Western Digital in Q1 2026 and has held it in 2 quarters since.
  • 798 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.