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CogentBlue Wealth Advisors’s Western Digital WDC Stock Holding History

CogentBlue Wealth 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
Q2 		$579K Buy
907
+17
+2% +$8.27K 0.33% 48
2026
Q1 		$241K Buy
+890
New +$232K 0.16% 60

Other funds holding WDC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CogentBlue Wealth Advisors's WDC Position: Q2 2026 in Review

CogentBlue Wealth Advisors increased its Western Digital (WDC) stake by 1.9% in Q2 2026, buying an estimated $8.27K and bringing the position to 907 shares worth $579K. The position accounts for 0.33% of the portfolio, ranked #48.

CogentBlue Wealth Advisors first reported a position in WDC in Q1 2026 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • CogentBlue Wealth Advisors held 907 shares of Western Digital worth $579K as of Q2 2026.
  • CogentBlue Wealth Advisors bought 17 Western Digital shares in Q2 2026, an estimated $8.27K.
  • Western Digital made up 0.33% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • CogentBlue Wealth Advisors first reported a position in Western Digital in Q1 2026 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.