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Cooper Financial Group’s Western Digital WDC Stock Holding History

Cooper Financial Group’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 		$1.19M Sell
1,869
-374
-17% -$182K 0.1% 144
2026
Q1 		$607K Buy
2,243
+604
+37% +$158K 0.06% 230
2025
Q4 		$282K Buy
+1,639
New +$249K 0.03% 309

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 $3.37T AUM 44.26% 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

Cooper Financial Group's WDC Position: Q2 2026 in Review

Cooper Financial Group reduced its Western Digital (WDC) stake by 17% in Q2 2026, selling an estimated $182K and leaving 1,869 shares worth $1.19M. The position accounts for 0.1% of the portfolio, ranked #144.

Cooper Financial Group first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Cooper Financial Group held 1,869 shares of Western Digital worth $1.19M as of Q2 2026.
  • Cooper Financial Group sold 374 Western Digital shares in Q2 2026, an estimated $182K.
  • Western Digital made up 0.1% of Cooper Financial Group's portfolio in Q2 2026, its #144 holding.
  • Cooper Financial Group first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.