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Blue Trust Inc’s Western Digital WDC Stock Holding History

Blue Trust Inc’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 		$1.42M Sell
2,228
-102
-4% -$49.6K 0.01% 232
2026
Q1 		$630K Buy
2,330
+1,025
+79% +$268K 0.01% 413
2025
Q4 		$225K Buy
1,305
+442
+51% +$67K ﹤0.01% 740
2025
Q3 		$104K Buy
863
+462
+115% +$37.8K ﹤0.01% 1058
2025
Q2 		$25.7K Buy
401
+63
+19% +$3K ﹤0.01% 1617
2025
Q1 		$13.7K Sell
338
-72
-18% -$3.42K ﹤0.01% 1777
2024
Q4 		$18.5K Sell
410
-672
-62% -$33.8K ﹤0.01% 1620
2024
Q3 		$62K Buy
1,082
+366
+51% +$18.5K ﹤0.01% 1467
2024
Q2 		$36.9K Buy
716
+393
+122% +$21.8K ﹤0.01% 1389
2024
Q1 		$16.7K Sell
323
-86
-21% -$3.77K ﹤0.01% 1299
2023
Q4 		$13K Buy
409
+205
+100% +$7.17K ﹤0.01% 1499
2023
Q3 		$5K Buy
204
+81
+66% +$2.56K ﹤0.01% 1666
2023
Q2 		$4K Sell
123
-1,335
-92% -$37.1K ﹤0.01% 1629
2023
Q1 		$34K Buy
1,458
+333
+30% +$9.77K ﹤0.01% 1189
2022
Q4 		$28K Buy
1,125
+253
+29% +$6.67K ﹤0.01% 1166
2022
Q3 		$30K Buy
872
+654
+300% +$21.7K ﹤0.01% 938
2022
Q2 		$8K Buy
+218
New +$8.76K ﹤0.01% 1305

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

Blue Trust Inc's WDC Position: Q2 2026 in Review

Blue Trust Inc reduced its Western Digital (WDC) stake by 4.4% in Q2 2026, selling an estimated $49.6K and leaving 2,228 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #232.

Blue Trust Inc first reported a position in WDC in Q2 2022 and has held it in 17 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Blue Trust Inc held 2,228 shares of Western Digital worth $1.42M as of Q2 2026.
  • Blue Trust Inc sold 102 Western Digital shares in Q2 2026, an estimated $49.6K.
  • Western Digital made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #232 holding.
  • Blue Trust Inc first reported a position in Western Digital in Q2 2022 and has held it in 17 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.