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Capital Advisors Ltd’s Western Digital WDC Stock Holding History

Capital Advisors Ltd’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 		$20K Buy
31
+2
+7% +$972 ﹤0.01% 697
2026
Q1 		$8K Hold
29
– – ﹤0.01% 883
2025
Q4 		$5K Hold
29
– – ﹤0.01% 955
2025
Q3 		$3K Hold
29
– – ﹤0.01% 1033
2025
Q2 		$2K Hold
29
– – ﹤0.01% 1113
2025
Q1 		$1K Sell
29
-20
-41% -$949 ﹤0.01% 1289
2024
Q4 		$2K Hold
49
– – ﹤0.01% 1123
2024
Q3 		$3K Sell
49
-8
-14% -$404 ﹤0.01% 1027
2024
Q2 		$3K Buy
57
+3
+6% +$166 ﹤0.01% 1022
2024
Q1 		$3K Buy
54
+16
+42% +$701 ﹤0.01% 1005
2023
Q4 		$2K Hold
38
– – ﹤0.01% 1064
2023
Q3 		$1K Hold
38
– – ﹤0.01% 1234
2023
Q2 		$1K Hold
38
– – ﹤0.01% 1239
2023
Q1 		$1K Hold
38
– – ﹤0.01% 1140
2022
Q4 		$1K Buy
38
+9
+31% +$237 ﹤0.01% 1124
2022
Q3 		$1K Sell
29
-11
-28% -$365 ﹤0.01% 1152
2022
Q2 		$1K Buy
40
+8
+25% +$321 ﹤0.01% 921
2022
Q1 		$1K Buy
32
+19
+146% +$780 ﹤0.01% 829
2021
Q4 		$1K Buy
+13
New +$565 ﹤0.01% 762

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

Capital Advisors Ltd's WDC Position: Q2 2026 in Review

Capital Advisors Ltd increased its Western Digital (WDC) stake by 6.9% in Q2 2026, buying an estimated $972 and bringing the position to 31 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Capital Advisors Ltd first reported a position in WDC in Q4 2021 and has held it in 19 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Capital Advisors Ltd held 31 shares of Western Digital worth $20K as of Q2 2026.
  • Capital Advisors Ltd bought 2 Western Digital shares in Q2 2026, an estimated $972.
  • Western Digital made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #697 holding.
  • Capital Advisors Ltd first reported a position in Western Digital in Q4 2021 and has held it in 19 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.