Cary Street Partners Investment Advisory’s Western Digital WDC Stock Holding History

Cary Street Partners Investment Advisory’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	$1.09M	Buy	1,706 +453	+36%	+$220K	0.22%	106
2026 Q1	$339K	Buy	1,253 +11	+0.9%	+$2.87K	0.09%	250
2025 Q4	$214K	Buy	+1,242	New	+$188K	0.06%	312
2023 Q4	–	Sell	-283	Closed	-$9.77K	–	1774
2023 Q3	$9.77K	Buy	283 +26	+10%	+$820	﹤0.01%	1308
2023 Q2	$7.36K	Sell	257 -26	-9%	-$723	﹤0.01%	1313
2023 Q1	$8.06K	Hold	283	–	–	﹤0.01%	1205
2022 Q4	$6.75K	Buy	+283	New	+$7.47K	﹤0.01%	1246

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cary Street Partners Investment Advisory's WDC Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Western Digital (WDC) stake by 36% in Q2 2026, buying an estimated $220K and bringing the position to 1,706 shares worth $1.09M. The position accounts for 0.22% of the portfolio, ranked #106.

Cary Street Partners Investment Advisory first reported a position in WDC in Q4 2022 and has held it in 7 quarters since. 1,063 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Cary Street Partners Investment Advisory held 1,706 shares of Western Digital worth $1.09M as of Q2 2026.
Cary Street Partners Investment Advisory bought 453 Western Digital shares in Q2 2026, an estimated $220K.
Western Digital made up 0.22% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #106 holding.
Cary Street Partners Investment Advisory first reported a position in Western Digital in Q4 2022 and has held it in 7 quarters since.
1,063 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.