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Dana Investment Advisors’s Western Digital WDC Stock Holding History

Dana 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 		$7.26M Sell
11,366
-7,962
-41% -$3.87M 0.19% 134
2026
Q1 		$5.23M Sell
19,328
-11,792
-38% -$3.08M 0.16% 167
2025
Q4 		$5.36M Sell
31,120
-2,446
-7% -$371K 0.16% 157
2025
Q3 		$4.03M Sell
33,566
-1,011
-3% -$82.6K 0.12% 196
2025
Q2 		$2.21M Sell
34,577
-299
-0.9% -$14.2K 0.07% 269
2025
Q1 		$1.41M Sell
34,876
-29,059
-45% -$1.38M 0.05% 329
2024
Q4 		$2.88M Sell
63,935
-8,337
-12% -$419K 0.1% 241
2024
Q3 		$3.73M Sell
72,272
-5,763
-7% -$291K 0.12% 200
2024
Q2 		$4.47M Sell
78,035
-2,057
-3% -$114K 0.15% 176
2024
Q1 		$4.13M Buy
+80,092
New +$3.51M 0.14% 190
2017
Q3 		– Sell
-123,472
Closed -$8.27M – 291
2017
Q2 		$8.27M Buy
123,472
+2,689
+2% +$179K 0.39% 72
2017
Q1 		$7.54M Buy
120,783
+34,724
+40% +$1.99M 0.35% 77
2016
Q4 		$4.42M Buy
+86,059
New +$3.97M 0.21% 107

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

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

Dana Investment Advisors reduced its Western Digital (WDC) stake by 41% in Q2 2026, selling an estimated $3.87M and leaving 11,366 shares worth $7.26M. The position accounts for 0.19% of the portfolio, ranked #134.

Dana Investment Advisors first reported a position in WDC in Q4 2016 and has held it in 13 quarters since. The position peaked at $8.27M in Q2 2017. 1,845 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Dana Investment Advisors held 11,366 shares of Western Digital worth $7.26M as of Q2 2026.
  • Dana Investment Advisors sold 7,962 Western Digital shares in Q2 2026, an estimated $3.87M.
  • Western Digital made up 0.19% of Dana Investment Advisors's portfolio in Q2 2026, its #134 holding.
  • Dana Investment Advisors first reported a position in Western Digital in Q4 2016 and has held it in 13 quarters since.
  • Dana Investment Advisors's Western Digital position peaked at $8.27M in Q2 2017.
  • 1,845 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.