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Barrett & Company’s Western Digital WDC Stock Holding History

Barrett & Company’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 		$18.5K Hold
29
– – 0.01% 440
2026
Q1 		$7.84K Hold
29
– – ﹤0.01% 482
2025
Q4 		$5K Hold
29
– – ﹤0.01% 529
2025
Q3 		$3.48K Hold
29
– – ﹤0.01% 547
2025
Q2 		$1.86K Hold
29
– – ﹤0.01% 587
2025
Q1 		$1.17K Sell
29
-9
-24% -$427 ﹤0.01% 579
2024
Q4 		$1.73K Buy
+38
New +$1.91K ﹤0.01% 562

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

Barrett & Company's WDC Position: Q2 2026 in Review

Barrett & Company held its Western Digital (WDC) position steady in Q2 2026 at 29 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #440.

Barrett & Company first reported a position in WDC in Q4 2024 and has held it in 7 quarters since. 1,850 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Barrett & Company held 29 shares of Western Digital worth $18.5K as of Q2 2026.
  • Barrett & Company left its Western Digital share count unchanged in Q2 2026.
  • Western Digital made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #440 holding.
  • Barrett & Company first reported a position in Western Digital in Q4 2024 and has held it in 7 quarters since.
  • 1,850 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.