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Concurrent Investment Advisors’s Western Digital WDC Stock Holding History

Concurrent Investment 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 		– Sell
-200
Closed -$54.1K – 2217
2026
Q1 		$54.1K Buy
+200
New +$52.2K ﹤0.01% 1866
2025
Q4 		– Sell
-2,500
Closed -$300K – 1855
2025
Q3 		$300K Buy
+2,500
New +$204K 0.01% 1152

Other funds holding WDC

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Concurrent Investment Advisors's WDC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Western Digital (WDC) stake by 41% in Q2 2026, buying an estimated $2.35M and bringing the position to 16,533 shares worth $10.6M. The position accounts for 0.09% of the portfolio, ranked #246.

Concurrent Investment Advisors first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. 762 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Concurrent Investment Advisors held 16,533 shares of Western Digital worth $10.6M as of Q2 2026.
  • Concurrent Investment Advisors bought 4,843 Western Digital shares in Q2 2026, an estimated $2.35M.
  • Western Digital made up 0.09% of Concurrent Investment Advisors's portfolio in Q2 2026, its #246 holding.
  • Concurrent Investment Advisors first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
  • 762 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.