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Caerus Investment Advisors’s Western Digital WDC Stock Holding History

Caerus Investment Advisors’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 		$2.16M Sell
3,378
-1,226
-27% -$596K 0.72% 24
2026
Q1 		$1.25M Buy
4,604
+8
+0.2% +$2.09K 0.52% 37
2025
Q4 		$792K Buy
4,596
+1,510
+49% +$229K 0.26% 76
2025
Q3 		$371K Buy
+3,086
New +$252K 0.15% 159

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

Caerus Investment Advisors's WDC Position: Q2 2026 in Review

Caerus Investment Advisors reduced its Western Digital (WDC) stake by 27% in Q2 2026, selling an estimated $596K and leaving 3,378 shares worth $2.16M. The position accounts for 0.72% of the portfolio, ranked #24.

Caerus Investment Advisors first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Caerus Investment Advisors held 3,378 shares of Western Digital worth $2.16M as of Q2 2026.
  • Caerus Investment Advisors sold 1,226 Western Digital shares in Q2 2026, an estimated $596K.
  • Western Digital made up 0.72% of Caerus Investment Advisors's portfolio in Q2 2026, its #24 holding.
  • Caerus Investment Advisors first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.