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CBIZ Investment Advisory Services’s Western Digital WDC Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		– Sell
-34
Closed -$5.86K – 738
2025
Q4 		$5.86K Hold
34
– – ﹤0.01% 476
2025
Q3 		$4.08K Buy
34
+8
+31% +$654 ﹤0.01% 483
2025
Q2 		$1.66K Buy
26
+14
+117% +$667 ﹤0.01% 561
2025
Q1 		$485 Buy
+12
New +$569 ﹤0.01% 565

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CBIZ Investment Advisory Services's WDC Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Western Digital (WDC) in Q1 2026, closing a stake of 34 shares — an estimated $5.86K sold.

CBIZ Investment Advisory Services first reported a position in WDC in Q1 2025 and held it in 4 quarters. The position peaked at $5.86K in Q4 2025. 1,421 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Western Digital position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 34 Western Digital shares in Q1 2026, an estimated $5.86K.
  • CBIZ Investment Advisory Services first reported a position in Western Digital in Q1 2025 and held it in 4 quarters.
  • CBIZ Investment Advisory Services's Western Digital position peaked at $5.86K in Q4 2025.
  • 1,421 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.