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Bell Investment Advisors’s Western Digital WDC Stock Holding History

Bell Investment Advisors’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 		$144K Buy
225
+6
+3% +$2.92K 0.02% 156
2026
Q1 		$59.2K Sell
219
-3
-1% -$783 0.01% 229
2025
Q4 		$38.2K Buy
222
+62
+39% +$9.4K 0.01% 285
2025
Q3 		$19.2K Sell
160
-126
-44% -$10.3K ﹤0.01% 419
2025
Q2 		$18.3K Buy
286
+172
+151% +$8.19K ﹤0.01% 451
2025
Q1 		$4.61K Sell
114
-62
-35% -$2.94K ﹤0.01% 952
2024
Q4 		$7.93K Buy
176
+12
+7% +$603 ﹤0.01% 699
2024
Q3 		$8.47K Buy
164
+25
+18% +$1.26K ﹤0.01% 686
2024
Q2 		$7.96K Buy
139
+38
+38% +$2.11K ﹤0.01% 697
2024
Q1 		$5.19K Hold
101
– – ﹤0.01% 891
2023
Q4 		$3.98K Sell
101
-15
-13% -$525 ﹤0.01% 993
2023
Q3 		$4.02K Hold
116
– – ﹤0.01% 920
2023
Q2 		$3.34K Hold
116
– – ﹤0.01% 1028
2023
Q1 		$3.31K Sell
116
-59
-34% -$1.73K ﹤0.01% 989
2022
Q4 		$4.17K Buy
175
+90
+106% +$2.37K ﹤0.01% 902
2022
Q3 		$2K Sell
85
-10
-11% -$332 ﹤0.01% 1246
2022
Q2 		$3K Buy
+95
New +$3.81K ﹤0.01% 1040
2021
Q4 		$5K Buy
101
+8
+9% +$348 ﹤0.01% 812
2021
Q3 		$4K Buy
+93
New +$4.42K ﹤0.01% 842

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

Bell Investment Advisors's WDC Position: Q2 2026 in Review

Bell Investment Advisors increased its Western Digital (WDC) stake by 2.7% in Q2 2026, buying an estimated $2.92K and bringing the position to 225 shares worth $144K. The position accounts for 0.02% of the portfolio, ranked #156.

Bell Investment Advisors first reported a position in WDC in Q3 2021 and has held it in 19 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Bell Investment Advisors held 225 shares of Western Digital worth $144K as of Q2 2026.
  • Bell Investment Advisors bought 6 Western Digital shares in Q2 2026, an estimated $2.92K.
  • Western Digital made up 0.02% of Bell Investment Advisors's portfolio in Q2 2026, its #156 holding.
  • Bell Investment Advisors first reported a position in Western Digital in Q3 2021 and has held it in 19 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.