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Congress Wealth Management’s Western Digital WDC Stock Holding History

Congress Wealth Management’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
2025
Q2 		$925K Buy
14,451
+520
+4% +$24.8K 0.01% 732
2025
Q1 		$563K Buy
+13,931
New +$661K 0.01% 780
2022
Q1 		– Sell
-4,885
Closed -$241K – 649
2021
Q4 		$241K Buy
+4,885
New +$212K ﹤0.01% 566

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Congress Wealth Management's WDC Position: Q2 2025 in Review

Congress Wealth Management increased its Western Digital (WDC) stake by 3.7% in Q2 2025, buying an estimated $24.8K and bringing the position to 14,451 shares worth $925K. The position accounts for 0.01% of the portfolio, ranked #732.

Congress Wealth Management first reported a position in WDC in Q4 2021 and has held it in 3 quarters since. 748 funds tracked by Wall St. Rank hold WDC as of Q2 2025.

  • Congress Wealth Management held 14,451 shares of Western Digital worth $925K as of Q2 2025.
  • Congress Wealth Management bought 520 Western Digital shares in Q2 2025, an estimated $24.8K.
  • Western Digital made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #732 holding.
  • Congress Wealth Management first reported a position in Western Digital in Q4 2021 and has held it in 3 quarters since.
  • 748 funds tracked by Wall St. Rank held Western Digital as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.