Avior Wealth Management’s Western Digital WDC Stock Holding History

Avior Wealth Management’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	$3.46M	Buy	5,423 +232	+4%	+$113K	0.09%	187
2026 Q1	$1.4M	Buy	5,191 +1,082	+26%	+$282K	0.04%	291
2025 Q4	$708K	Buy	4,109 +2,021	+97%	+$306K	0.02%	379
2025 Q3	$251K	Buy	+2,088	New	+$171K	0.01%	643
2025 Q1	–	Sell	-7,820	Closed	-$352K	–	2323
2024 Q4	$352K	Sell	7,820 -1,421	-15%	-$71.4K	0.01%	544
2024 Q3	$477K	Buy	9,241 +1,299	+16%	+$65.6K	0.02%	460
2024 Q2	$455K	Buy	7,942 +1,002	+14%	+$55.6K	0.02%	459
2024 Q1	$358K	Buy	6,940 +4,401	+173%	+$193K	0.02%	537
2023 Q4	$100K	Sell	2,539 -529	-17%	-$18.5K	0.01%	613
2023 Q3	$106K	Buy	3,068 +529	+21%	+$16.7K	0.01%	615
2023 Q2	$72.8K	Hold	2,539	–	–	﹤0.01%	686
2023 Q1	$72.3K	Hold	2,539	–	–	0.01%	701
2022 Q4	$60.5K	Hold	2,539	–	–	﹤0.01%	595
2022 Q3	$62K	Buy	+2,539	New	+$84.3K	0.01%	579
2022 Q1	–	Sell	-40	Closed	-$1K	–	1250
2021 Q4	$1K	Sell	40 -39	-49%	-$1.7K	﹤0.01%	1064
2021 Q3	$3K	Buy	+79	New	+$3.75K	﹤0.01%	916
2020 Q4	–	Sell	-30	Closed	–	–	1090
2020 Q3	$0	Buy	+30	New	+$892	﹤0.01%	1030

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's WDC Position: Q2 2026 in Review

Avior Wealth Management increased its Western Digital (WDC) stake by 4.5% in Q2 2026, buying an estimated $113K and bringing the position to 5,423 shares worth $3.46M. The position accounts for 0.09% of the portfolio, ranked #187.

Avior Wealth Management first reported a position in WDC in Q3 2020 and has held it in 17 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Avior Wealth Management held 5,423 shares of Western Digital worth $3.46M as of Q2 2026.
Avior Wealth Management bought 232 Western Digital shares in Q2 2026, an estimated $113K.
Western Digital made up 0.09% of Avior Wealth Management's portfolio in Q2 2026, its #187 holding.
Avior Wealth Management first reported a position in Western Digital in Q3 2020 and has held it in 17 quarters since.
1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.