AW
WDC icon

Avion Wealth’s Western Digital WDC Stock Holding History

Avion Wealth’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 		$56K Buy
89
+14
+19% +$6.81K 0.01% 231
2026
Q1 		$20K Sell
75
-107
-59% -$27.9K ﹤0.01% 336
2025
Q4 		$31K Buy
182
+113
+164% +$17.1K 0.01% 272
2025
Q3 		$8K Buy
69
+11
+19% +$899 ﹤0.01% 556
2025
Q2 		$3K Sell
58
-114
-66% -$5.43K ﹤0.01% 765
2025
Q1 		$10K Sell
172
-56
-25% -$2.66K ﹤0.01% 404
2024
Q4 		$10K Buy
228
+179
+365% +$9K ﹤0.01% 403
2024
Q3 		$2K Buy
49
+3
+7% +$152 ﹤0.01% 733
2024
Q2 		$2K Buy
46
+18
+64% +$998 ﹤0.01% 659
2024
Q1 		$2K Buy
28
+12
+75% +$525 ﹤0.01% 797
2023
Q4 		$1K Buy
16
+1
+7% +$35 ﹤0.01% 1018
2023
Q3 		$0 Buy
+15
New +$473 ﹤0.01% 1226

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

Avion Wealth's WDC Position: Q2 2026 in Review

Avion Wealth increased its Western Digital (WDC) stake by 19% in Q2 2026, buying an estimated $6.81K and bringing the position to 89 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #231.

Avion Wealth first reported a position in WDC in Q3 2023 and has held it in 12 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Avion Wealth held 89 shares of Western Digital worth $56K as of Q2 2026.
  • Avion Wealth bought 14 Western Digital shares in Q2 2026, an estimated $6.81K.
  • Western Digital made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #231 holding.
  • Avion Wealth first reported a position in Western Digital in Q3 2023 and has held it in 12 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.