Cerity Partners’s Western Digital WDC Stock Holding History

Cerity Partners’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	$63.9K	Hold	100	–	–	﹤0.01%	3275
2026 Q1	$27K	Buy	+100	New	+$26.1K	﹤0.01%	3161

Other funds holding WDC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners's WDC Position: Q2 2026 in Review

Cerity Partners reduced its Western Digital (WDC) stake by 17% in Q2 2026, selling an estimated $14M and leaving 144,262 shares worth $92.1M. The position accounts for 0.11% of the portfolio, ranked #166.

Cerity Partners first reported a position in WDC in Q2 2018 and has held it in 19 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Cerity Partners held 144,262 shares of Western Digital worth $92.1M as of Q2 2026.
Cerity Partners sold 28,742 Western Digital shares in Q2 2026, an estimated $14M.
Western Digital made up 0.11% of Cerity Partners's portfolio in Q2 2026, its #166 holding.
Cerity Partners first reported a position in Western Digital in Q2 2018 and has held it in 19 quarters since.
1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.