Dynamic Advisor Solutions’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 | $888K | Buy |
1,390
+28
| +2% | +$13.6K | 0.03% | 516 |
|
|
2026
Q1 | $368K | Buy |
+1,362
| New | +$356K | 0.01% | 738 |
|
|
2025
Q4 | – | Sell |
-3,871
| Closed | -$465K | – | 1000 |
|
|
2025
Q3 | $465K | Buy |
3,871
+114
| +3% | +$9.32K | 0.01% | 652 |
|
|
2025
Q2 | $240K | Buy |
+3,757
| New | +$179K | 0.01% | 805 |
|
|
2024
Q4 | – | Sell |
-5,145
| Closed | -$266K | – | 920 |
|
|
2024
Q3 | $266K | Sell |
5,145
-909
| -15% | -$45.9K | 0.01% | 796 |
|
|
2024
Q2 | $347K | Sell |
6,054
-143
| -2% | -$7.93K | 0.01% | 719 |
|
|
2024
Q1 | $320K | Buy |
+6,197
| New | +$271K | 0.01% | 741 |
|
|
2022
Q2 | – | Sell |
-5,420
| Closed | -$203K | – | 785 |
|
|
2022
Q1 | $203K | Buy |
5,420
+610
| +13% | +$25K | 0.01% | 680 |
|
|
2021
Q4 | $237K | Sell |
4,810
-293
| -6% | -$12.7K | 0.02% | 638 |
|
|
2021
Q3 | $218K | Buy |
5,103
+230
| +5% | +$10.9K | 0.02% | 671 |
|
|
2021
Q2 | $262K | Sell |
4,873
-145
| -3% | -$7.84K | 0.02% | 589 |
|
|
2021
Q1 | $253K | Buy |
5,018
+50
| +1% | +$2.34K | 0.02% | 546 |
|
|
2020
Q4 | $208K | Buy |
+4,968
| New | +$165K | 0.02% | 591 |
|
|
2020
Q3 | – | Sell |
-11,333
| Closed | -$378K | – | 650 |
|
|
2020
Q2 | $378K | Buy |
11,333
+684
| +6% | +$22.2K | 0.05% | 337 |
|
|
2020
Q1 | $335K | Sell |
10,649
-537
| -5% | -$23.8K | 0.06% | 316 |
|
|
2019
Q4 | $537K | Sell |
11,186
-38
| -0.3% | -$1.58K | 0.07% | 298 |
|
|
2019
Q3 | $506K | Sell |
11,224
-47
| -0.4% | -$2.01K | 0.08% | 271 |
|
|
2019
Q2 | $405K | Sell |
11,271
-639
| -5% | -$21.9K | 0.07% | 300 |
|
|
2019
Q1 | $433K | Buy |
11,910
+4,328
| +57% | +$148K | 0.08% | 242 |
|
|
2018
Q4 | $247K | Sell |
7,582
-734
| -9% | -$26K | 0.05% | 316 |
|
|
2018
Q3 | $368K | Buy |
8,316
+561
| +7% | +$28.4K | 0.08% | 262 |
|
|
2018
Q2 | $454K | Buy |
7,755
+2,045
| +36% | +$130K | 0.1% | 230 |
|
|
2018
Q1 | $399K | Buy |
+5,710
| New | +$384K | 0.1% | 211 |
|
|
2017
Q4 | – | Sell |
-3,681
| Closed | -$240K | – | 257 |
|
|
2017
Q3 | $240K | Sell |
3,681
-70
| -2% | -$4.64K | 0.09% | 198 |
|
|
2017
Q2 | $251K | Buy |
+3,751
| New | +$249K | 0.1% | 194 |
|
|
2017
Q1 | – | Sell |
-4,072
| Closed | -$209K | – | 225 |
|
|
2016
Q4 | $209K | Sell |
4,072
-91,085
| -96% | -$4.2M | 0.08% | 203 |
|
|
2016
Q3 | $4.21M | Buy |
95,157
+46,165
| +94% | +$1.74M | 1.59% | 9 |
|
|
2016
Q2 | $1.75M | Buy |
+48,992
| New | +$1.61M | 0.71% | 42 |
|
Other funds holding WDC
AHT
CRM
AIP
US
CNB
QCM
P
Dynamic Advisor Solutions's WDC Position: Q2 2026 in Review
Dynamic Advisor Solutions increased its Western Digital (WDC) stake by 2.1% in Q2 2026, buying an estimated $13.6K and bringing the position to 1,390 shares worth $888K. The position accounts for 0.03% of the portfolio, ranked #516.
Dynamic Advisor Solutions first reported a position in WDC in Q2 2016 and has held it in 28 quarters since. The position peaked at $4.21M in Q3 2016. 260 funds tracked by Wall St. Rank hold WDC as of Q2 2026.
- Dynamic Advisor Solutions held 1,390 shares of Western Digital worth $888K as of Q2 2026.
- Dynamic Advisor Solutions bought 28 Western Digital shares in Q2 2026, an estimated $13.6K.
- Western Digital made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #516 holding.
- Dynamic Advisor Solutions first reported a position in Western Digital in Q2 2016 and has held it in 28 quarters since.
- Dynamic Advisor Solutions's Western Digital position peaked at $4.21M in Q3 2016.
- 260 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.
Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.