Beacon Financial Advisory’s Western Digital WDC Stock Holding History

Beacon Financial Advisory’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	$560K	Sell	877 -94	-10%	-$45.7K	0.11%	222
2026 Q1	$263K	Buy	+971	New	+$253K	0.06%	331
2020 Q3	–	Sell	-7,263	Closed	-$242K	–	187
2020 Q2	$242K	Hold	7,263	–	–	0.26%	119
2020 Q1	$228K	Buy	7,263 +119	+2%	+$5.27K	0.29%	112
2019 Q4	$342K	Buy	+7,144	New	+$298K	0.29%	102

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

Beacon Financial Advisory's WDC Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Western Digital (WDC) stake by 9.7% in Q2 2026, selling an estimated $45.7K and leaving 877 shares worth $560K. The position accounts for 0.11% of the portfolio, ranked #222.

Beacon Financial Advisory first reported a position in WDC in Q4 2019 and has held it in 5 quarters since. 1,849 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Beacon Financial Advisory held 877 shares of Western Digital worth $560K as of Q2 2026.
Beacon Financial Advisory sold 94 Western Digital shares in Q2 2026, an estimated $45.7K.
Western Digital made up 0.11% of Beacon Financial Advisory's portfolio in Q2 2026, its #222 holding.
Beacon Financial Advisory first reported a position in Western Digital in Q4 2019 and has held it in 5 quarters since.
1,849 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.