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Carolina Wealth Advisors’s Western Digital WDC Stock Holding History

Carolina Wealth 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 		$46.6K Buy
73
+17
+30% +$8.27K 0.02% 118
2026
Q1 		$15.1K Buy
+56
New +$14.6K 0.01% 155
2021
Q1 		– Sell
-8
Closed – – 338
2020
Q4 		$0 Hold
8
– – ﹤0.01% 260
2020
Q3 		$0 Hold
8
– – ﹤0.01% 233
2020
Q2 		$0 Hold
8
– – ﹤0.01% 184
2020
Q1 		$0 Hold
8
– – ﹤0.01% 209
2019
Q4 		$0 Buy
+8
New +$334 ﹤0.01% 187

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

Carolina Wealth Advisors's WDC Position: Q2 2026 in Review

Carolina Wealth Advisors increased its Western Digital (WDC) stake by 30% in Q2 2026, buying an estimated $8.27K and bringing the position to 73 shares worth $46.6K. The position accounts for 0.02% of the portfolio, ranked #118.

Carolina Wealth Advisors first reported a position in WDC in Q4 2019 and has held it in 7 quarters since. 1,835 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Carolina Wealth Advisors held 73 shares of Western Digital worth $46.6K as of Q2 2026.
  • Carolina Wealth Advisors bought 17 Western Digital shares in Q2 2026, an estimated $8.27K.
  • Western Digital made up 0.02% of Carolina Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • Carolina Wealth Advisors first reported a position in Western Digital in Q4 2019 and has held it in 7 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.