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Clearstead Advisors’s Western Digital WDC Stock Holding History

Clearstead 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
Q1 		$827K Sell
3,058
-1,136
-27% -$297K 0.01% 577
2025
Q4 		$723K Buy
4,194
+1,480
+55% +$224K 0.01% 550
2025
Q3 		$326K Buy
2,714
+238
+10% +$19.4K ﹤0.01% 759
2025
Q2 		$158K Buy
2,476
+1,596
+181% +$76K ﹤0.01% 941
2025
Q1 		$35.6K Sell
880
-226
-20% -$10.7K ﹤0.01% 1257
2024
Q4 		$49.9K Buy
1,106
+1
+0.1% +$50 ﹤0.01% 1162
2024
Q3 		$57K Buy
1,105
+397
+56% +$20.1K ﹤0.01% 1176
2024
Q2 		$40.5K Sell
708
-176
-20% -$9.76K ﹤0.01% 1212
2024
Q1 		$47.4K Sell
884
-8
-0.9% -$350 ﹤0.01% 771
2023
Q4 		$35.3K Sell
892
-524
-37% -$18.3K ﹤0.01% 828
2023
Q3 		$48.8K Buy
1,416
+708
+100% +$22.3K ﹤0.01% 891
2023
Q2 		$20.3K Hold
708
– – ﹤0.01% 894
2023
Q1 		$20.2K Hold
708
– – ﹤0.01% 852
2022
Q4 		$16.9K Sell
708
-3,342
-83% -$88.2K ﹤0.01% 827
2022
Q3 		$100K Buy
4,050
+3,474
+603% +$115K 0.01% 475
2022
Q2 		$20K Hold
576
– – ﹤0.01% 807
2022
Q1 		$22K Buy
576
+331
+135% +$13.6K ﹤0.01% 854
2021
Q4 		$12K Buy
+245
New +$10.6K ﹤0.01% 917
2021
Q3 		– Sell
-103
Closed -$6K – 1405
2021
Q2 		$6K Sell
103
-90
-47% -$4.87K ﹤0.01% 869
2021
Q1 		$10K Buy
193
+124
+180% +$5.8K ﹤0.01% 790
2020
Q4 		$3K Hold
69
– – ﹤0.01% 867
2020
Q3 		$2K Hold
69
– – ﹤0.01% 829
2020
Q2 		$2K Hold
69
– – ﹤0.01% 755
2020
Q1 		$2K Buy
+69
New +$3.06K ﹤0.01% 738

Other funds holding WDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearstead Advisors's WDC Position: Q1 2026 in Review

Clearstead Advisors reduced its Western Digital (WDC) stake by 27% in Q1 2026, selling an estimated $297K and leaving 3,058 shares worth $827K. The position accounts for 0.01% of the portfolio, ranked #577.

Clearstead Advisors first reported a position in WDC in Q1 2020 and has held it in 24 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Clearstead Advisors held 3,058 shares of Western Digital worth $827K as of Q1 2026.
  • Clearstead Advisors sold 1,136 Western Digital shares in Q1 2026, an estimated $297K.
  • Western Digital made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #577 holding.
  • Clearstead Advisors first reported a position in Western Digital in Q1 2020 and has held it in 24 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.