Colonial Trust Advisors
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Colonial Trust Advisors’s Western Digital WDC Stock Holding History

Colonial Trust 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
Q3 		$4.54K Hold
10
– – ﹤0.01% 675
2026
Q2 		$6.39K Hold
10
– – ﹤0.01% 636
2026
Q1 		$2.7K Hold
10
– – ﹤0.01% 645
2025
Q4 		$1.72K Hold
10
– – ﹤0.01% 642
2025
Q3 		$1.2K Buy
+10
New +$817 ﹤0.01% 635
2023
Q1 		– Sell
-5
Closed -$126 – 932
2022
Q4 		$126 Buy
+5
New +$132 ﹤0.01% 894

Other funds holding WDC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Colonial Trust Advisors's WDC Position: Q3 2026 in Review

Colonial Trust Advisors held its Western Digital (WDC) position steady in Q3 2026 at 10 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Colonial Trust Advisors first reported a position in WDC in Q4 2022 and has held it in 6 quarters since. The position peaked at $6.39K in Q2 2026. 1,073 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Colonial Trust Advisors held 10 shares of Western Digital worth $4.54K as of Q3 2026.
  • Colonial Trust Advisors left its Western Digital share count unchanged in Q3 2026.
  • Western Digital made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q3 2026, its #675 holding.
  • Colonial Trust Advisors first reported a position in Western Digital in Q4 2022 and has held it in 6 quarters since.
  • Colonial Trust Advisors's Western Digital position peaked at $6.39K in Q2 2026.
  • 1,073 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Colonial Trust Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.