Bellwether Advisors’s Western Digital WDC Stock Holding History

Bellwether 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	$6.73M	Sell	10,536 -20,893	-66%	-$10.2M	1%	29
2026 Q1	$8.5M	Buy	31,429 +13,686	+77%	+$3.57M	1.44%	16
2025 Q4	$3.06M	Buy	+17,743	New	+$2.69M	0.49%	43
2021 Q3	–	Sell	-30,040	Closed	-$1.61M	–	630
2021 Q2	$1.61M	Buy	+30,040	New	+$1.62M	0.56%	46

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

Bellwether Advisors's WDC Position: Q2 2026 in Review

Bellwether Advisors reduced its Western Digital (WDC) stake by 66% in Q2 2026, selling an estimated $10.2M and leaving 10,536 shares worth $6.73M. The position accounts for 1% of the portfolio, ranked #29.

Bellwether Advisors first reported a position in WDC in Q2 2021 and has held it in 4 quarters since. The position peaked at $8.5M in Q1 2026. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Bellwether Advisors held 10,536 shares of Western Digital worth $6.73M as of Q2 2026.
Bellwether Advisors sold 20,893 Western Digital shares in Q2 2026, an estimated $10.2M.
Western Digital made up 1% of Bellwether Advisors's portfolio in Q2 2026, its #29 holding.
Bellwether Advisors first reported a position in Western Digital in Q2 2021 and has held it in 4 quarters since.
Bellwether Advisors's Western Digital position peaked at $8.5M in Q1 2026.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.