Bartlett & Co Wealth Management’s Western Digital WDC Stock Holding History

Bartlett & Co 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	$170K	Buy	266 +126	+90%	+$61.3K	﹤0.01%	515
2026 Q1	$61.9K	Buy	140 +5	+4%	+$1.3K	﹤0.01%	643
2025 Q4	$23.3K	Buy	135 +1	+0.7%	+$152	﹤0.01%	800
2025 Q3	$16.1K	Buy	134 +60	+81%	+$4.9K	﹤0.01%	862
2025 Q2	$4.74K	Sell	74 -10	-12%	-$476	﹤0.01%	1007
2025 Q1	$3.4K	Sell	84 -578	-87%	-$27.4K	﹤0.01%	1028
2024 Q4	$29.8K	Hold	662	–	–	﹤0.01%	742
2024 Q3	$34.1K	Hold	662	–	–	﹤0.01%	724
2024 Q2	$37.9K	Hold	662	–	–	﹤0.01%	708
2024 Q1	$34.1K	Hold	662	–	–	﹤0.01%	725
2023 Q4	$26.5K	Hold	662	–	–	﹤0.01%	821
2023 Q3	$22.8K	Hold	662	–	–	﹤0.01%	795
2023 Q2	$19K	Buy	+662	New	+$18.4K	﹤0.01%	832
2019 Q3	–	Sell	-103	Closed	-$3.75K	–	943
2019 Q2	$3.75K	Buy	103 +92	+836%	+$3.15K	﹤0.01%	643
2019 Q1	$388	Buy	+11	New	+$377	﹤0.01%	713

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

Bartlett & Co Wealth Management's WDC Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Western Digital (WDC) stake by 90% in Q2 2026, buying an estimated $61.3K and bringing the position to 266 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Bartlett & Co Wealth Management first reported a position in WDC in Q1 2019 and has held it in 15 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Bartlett & Co Wealth Management held 266 shares of Western Digital worth $170K as of Q2 2026.
Bartlett & Co Wealth Management bought 126 Western Digital shares in Q2 2026, an estimated $61.3K.
Western Digital made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #515 holding.
Bartlett & Co Wealth Management first reported a position in Western Digital in Q1 2019 and has held it in 15 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.