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Berger Financial Group’s Western Digital WDC Stock Holding History

Berger Financial Group’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 		$890K Sell
1,393
-726
-34% -$353K 0.05% 226
2026
Q1 		$573K Sell
2,119
-420
-17% -$110K 0.03% 276
2025
Q4 		$437K Buy
+2,539
New +$385K 0.03% 310

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

Berger Financial Group's WDC Position: Q2 2026 in Review

Berger Financial Group reduced its Western Digital (WDC) stake by 34% in Q2 2026, selling an estimated $353K and leaving 1,393 shares worth $890K. The position accounts for 0.05% of the portfolio, ranked #226.

Berger Financial Group first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Berger Financial Group held 1,393 shares of Western Digital worth $890K as of Q2 2026.
  • Berger Financial Group sold 726 Western Digital shares in Q2 2026, an estimated $353K.
  • Western Digital made up 0.05% of Berger Financial Group's portfolio in Q2 2026, its #226 holding.
  • Berger Financial Group first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.