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Bleakley Financial Group’s Western Digital WDC Stock Holding History

Bleakley 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 		$13.1M Buy
20,497
+3,782
+23% +$1.84M 0.17% 102
2026
Q1 		$4.52M Sell
16,715
-3,430
-17% -$895K 0.07% 235
2025
Q4 		$3.47M Buy
+20,145
New +$3.05M 0.06% 247
2025
Q1 		– Sell
-5,023
Closed -$226K – 1020
2024
Q4 		$226K Sell
5,023
-37
-0.7% -$1.86K 0.01% 913
2024
Q3 		$261K Buy
5,060
+391
+8% +$19.8K 0.01% 832
2024
Q2 		$267K Buy
+4,669
New +$259K 0.01% 788

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

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

Bleakley Financial Group increased its Western Digital (WDC) stake by 23% in Q2 2026, buying an estimated $1.84M and bringing the position to 20,497 shares worth $13.1M. The position accounts for 0.17% of the portfolio, ranked #102.

Bleakley Financial Group first reported a position in WDC in Q2 2024 and has held it in 6 quarters since. 1,847 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Bleakley Financial Group held 20,497 shares of Western Digital worth $13.1M as of Q2 2026.
  • Bleakley Financial Group bought 3,782 Western Digital shares in Q2 2026, an estimated $1.84M.
  • Western Digital made up 0.17% of Bleakley Financial Group's portfolio in Q2 2026, its #102 holding.
  • Bleakley Financial Group first reported a position in Western Digital in Q2 2024 and has held it in 6 quarters since.
  • 1,847 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

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