Diversify Advisory Services’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.23M Buy
+6,485
New +$3.15M 0.05% 277
2026
Q1
Sell
-3,340
Closed -$740K 864
2025
Q4
$740K Buy
+3,340
New +$506K 0.02% 481

Other funds holding WDC

Diversify Advisory Services's WDC Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Western Digital (WDC) in Q2 2026: 6,485 shares worth $3.23M. The stake represents 0.05% of the portfolio and ranks #277 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in WDC as recently as Q4 2025.

Diversify Advisory Services first reported a position in WDC in Q4 2025 and has held it in 2 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Diversify Advisory Services held 6,485 shares of Western Digital worth $3.23M as of Q2 2026.
  • Western Digital was a new Diversify Advisory Services position in Q2 2026.
  • Western Digital made up 0.05% of Diversify Advisory Services's portfolio in Q2 2026, its #277 holding.
  • Diversify Advisory Services first reported a position in Western Digital in Q4 2025 and has held it in 2 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.