Bay Harbor Wealth Management’s Western Digital WDC Stock Holding History

Bay Harbor 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	$45.3K	Buy	71 +17	+31%	+$8.27K	0.01%	151
2026 Q1	$14.6K	Buy	54 +16	+42%	+$4.18K	﹤0.01%	177
2025 Q4	$6.55K	Buy	38 +17	+81%	+$2.58K	﹤0.01%	233
2025 Q3	$2.52K	Buy	21 +8	+62%	+$654	﹤0.01%	329
2025 Q2	$831	Buy	13 +9	+225%	+$428	﹤0.01%	501
2025 Q1	$161	Buy	+4	New	+$190	﹤0.01%	749
2020 Q2	–	Sell	-28	Closed	-$1K	–	428
2020 Q1	$1K	Buy	28 +27	+2,700%	+$1.2K	﹤0.01%	328
2019 Q4	$0	Hold	1	–	–	﹤0.01%	393
2019 Q3	$0	Hold	1	–	–	﹤0.01%	396
2019 Q2	$0	Sell	1 -44	-98%	-$1.51K	﹤0.01%	430
2019 Q1	$2K	Buy	45 +44	+4,400%	+$1.51K	﹤0.01%	351
2018 Q4	$0	Buy	+1	New	+$35	﹤0.01%	407

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

Bay Harbor Wealth Management's WDC Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Western Digital (WDC) stake by 31% in Q2 2026, buying an estimated $8.27K and bringing the position to 71 shares worth $45.3K. The position accounts for 0.01% of the portfolio, ranked #151.

Bay Harbor Wealth Management first reported a position in WDC in Q4 2018 and has held it in 12 quarters since. 1,835 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Bay Harbor Wealth Management held 71 shares of Western Digital worth $45.3K as of Q2 2026.
Bay Harbor Wealth Management bought 17 Western Digital shares in Q2 2026, an estimated $8.27K.
Western Digital made up 0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #151 holding.
Bay Harbor Wealth Management first reported a position in Western Digital in Q4 2018 and has held it in 12 quarters since.
1,835 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.