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Cassaday & Co Wealth Management’s Western Digital WDC Stock Holding History

Cassaday & Co Wealth Management’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 		$15.3K Buy
24
+1
+4% +$486 ﹤0.01% 810
2026
Q1 		$6.22K Buy
+23
New +$6K ﹤0.01% 941

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

Cassaday & Co Wealth Management's WDC Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Western Digital (WDC) stake by 4.3% in Q2 2026, buying an estimated $486 and bringing the position to 24 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Cassaday & Co Wealth Management first reported a position in WDC in Q1 2026 and has held it in 2 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Cassaday & Co Wealth Management held 24 shares of Western Digital worth $15.3K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 1 Western Digital share in Q2 2026, an estimated $486.
  • Western Digital made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #810 holding.
  • Cassaday & Co Wealth Management first reported a position in Western Digital in Q1 2026 and has held it in 2 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.