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Beta Wealth Group’s Western Digital WDC Stock Holding History

Beta Wealth 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 		– Sell
-800
Closed -$216K – 118
2026
Q1 		$216K Sell
800
-2,000
-71% -$522K 0.09% 108
2025
Q4 		$482K Sell
2,800
-4,300
-61% -$652K 0.19% 83
2025
Q3 		$852K Sell
7,100
-931
-12% -$76.1K 0.34% 50
2025
Q2 		$531K Sell
8,031
-169
-2% -$8.05K 0.19% 67
2025
Q1 		$332K Sell
8,200
-2,781
-25% -$132K 0.12% 87
2024
Q4 		$495K Buy
10,981
+265
+2% +$13.3K 0.22% 74
2024
Q3 		$553K Buy
10,716
+661
+7% +$33.4K 0.25% 70
2024
Q2 		$576K Sell
10,055
-529
-5% -$29.3K 0.27% 60
2024
Q1 		$546K Buy
10,584
+926
+10% +$40.5K 0.27% 61
2023
Q4 		$382K Hold
9,658
– – 0.2% 77
2023
Q3 		$333K Buy
9,658
+265
+3% +$8.36K 0.2% 83
2023
Q2 		$269K Sell
9,393
-120,261
-93% -$3.35M 0.16% 89
2023
Q1 		$3.69M Buy
+129,654
New +$3.8M 2.11% 15
2022
Q3 		– Sell
-6,880
Closed -$233K – 98
2022
Q2 		$233K Buy
6,880
+265
+4% +$10.6K 0.16% 76
2022
Q1 		$248K Buy
+6,615
New +$272K 0.17% 80
2021
Q3 		– Sell
-4,518
Closed -$243K – 67
2021
Q2 		$243K Buy
+4,518
New +$244K 0.17% 56

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

Beta Wealth Group's WDC Position: Q2 2026 in Review

Beta Wealth Group sold out of Western Digital (WDC) in Q2 2026, closing a stake of 800 shares — an estimated $216K sold.

Beta Wealth Group first reported a position in WDC in Q2 2021 and held it in 16 quarters. The position peaked at $3.69M in Q1 2023. 1,847 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Beta Wealth Group reported no remaining Western Digital position as of Q2 2026 after selling out during the quarter.
  • Beta Wealth Group sold 800 Western Digital shares in Q2 2026, an estimated $216K.
  • Beta Wealth Group first reported a position in Western Digital in Q2 2021 and held it in 16 quarters.
  • Beta Wealth Group's Western Digital position peaked at $3.69M in Q1 2023.
  • 1,847 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.