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Confluence Wealth Services’s Western Digital WDC Stock Holding History

Confluence Wealth Services’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 		$471K Buy
+738
New +$359K 0.01% 340
2022
Q1 		– Sell
-655
Closed -$32K – 1166
2021
Q4 		$32K Buy
+655
New +$28.5K 0.01% 595

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 $3.38T AUM 44.17% 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

Confluence Wealth Services's WDC Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Western Digital (WDC) in Q2 2026: 738 shares worth $471K. The stake represents 0.01% of the portfolio and ranks #340 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in WDC as recently as Q4 2021.

Confluence Wealth Services first reported a position in WDC in Q4 2021 and has held it in 2 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Confluence Wealth Services held 738 shares of Western Digital worth $471K as of Q2 2026.
  • Western Digital was a new Confluence Wealth Services position in Q2 2026.
  • Western Digital made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #340 holding.
  • Confluence Wealth Services first reported a position in Western Digital in Q4 2021 and has held it in 2 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.