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Clearstead Trust’s Western Digital WDC Stock Holding History

Clearstead Trust’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 		$59.4K Buy
93
+71
+323% +$34.5K 0.01% 303
2026
Q1 		$5.95K Hold
22
– – ﹤0.01% 717
2025
Q4 		$3.79K Hold
22
– – ﹤0.01% 812
2025
Q3 		$2.64K Sell
22
-14
-39% -$1.14K ﹤0.01% 917
2025
Q2 		$2.3K Buy
36
+14
+64% +$667 ﹤0.01% 914
2025
Q1 		$890 Buy
+22
New +$1.04K ﹤0.01% 833

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

Clearstead Trust's WDC Position: Q2 2026 in Review

Clearstead Trust increased its Western Digital (WDC) stake by 323% in Q2 2026, buying an estimated $34.5K and bringing the position to 93 shares worth $59.4K. The position accounts for 0.01% of the portfolio, ranked #303.

Clearstead Trust first reported a position in WDC in Q1 2025 and has held it in 6 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Clearstead Trust held 93 shares of Western Digital worth $59.4K as of Q2 2026.
  • Clearstead Trust bought 71 Western Digital shares in Q2 2026, an estimated $34.5K.
  • Western Digital made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #303 holding.
  • Clearstead Trust first reported a position in Western Digital in Q1 2025 and has held it in 6 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.