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Bruce G. Allen Investments’s Western Digital WDC Stock Holding History

Bruce G. Allen Investments’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 		$54.9K Sell
86
-45
-34% -$21.9K 0.04% 250
2026
Q1 		$35.4K Sell
131
-154
-54% -$40.2K 0.02% 324
2025
Q4 		$49.1K Buy
285
+12
+4% +$1.82K 0.03% 258
2025
Q3 		$32.8K Hold
273
– – 0.02% 329
2025
Q2 		$17.5K Sell
273
-62
-19% -$2.95K 0.01% 413
2025
Q1 		$13.5K Sell
335
-132
-28% -$6.26K 0.01% 431
2024
Q4 		$21K Hold
467
– – 0.02% 378
2024
Q3 		$24.1K Hold
467
– – 0.02% 364
2024
Q2 		$26.7K Hold
467
– – 0.02% 340
2024
Q1 		$24.1K Buy
467
+86
+23% +$3.77K 0.02% 356
2023
Q4 		$15.1K Buy
+381
New +$13.3K 0.01% 410

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's WDC Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Western Digital (WDC) stake by 34% in Q2 2026, selling an estimated $21.9K and leaving 86 shares worth $54.9K. The position accounts for 0.04% of the portfolio, ranked #250.

Bruce G. Allen Investments first reported a position in WDC in Q4 2023 and has held it in 11 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Bruce G. Allen Investments held 86 shares of Western Digital worth $54.9K as of Q2 2026.
  • Bruce G. Allen Investments sold 45 Western Digital shares in Q2 2026, an estimated $21.9K.
  • Western Digital made up 0.04% of Bruce G. Allen Investments's portfolio in Q2 2026, its #250 holding.
  • Bruce G. Allen Investments first reported a position in Western Digital in Q4 2023 and has held it in 11 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.