EWP
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Elevation Wealth Partners’s Western Digital WDC Stock Holding History

Elevation Wealth Partners’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 		$31.3K Hold
49
– – 0.01% 440
2026
Q1 		$13.3K Buy
49
+23
+88% +$6K ﹤0.01% 457
2025
Q4 		$4.48K Hold
26
– – ﹤0.01% 654
2025
Q3 		$3.12K Buy
+26
New +$2.13K ﹤0.01% 558

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

Elevation Wealth Partners's WDC Position: Q2 2026 in Review

Elevation Wealth Partners held its Western Digital (WDC) position steady in Q2 2026 at 49 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #440.

Elevation Wealth Partners first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Elevation Wealth Partners held 49 shares of Western Digital worth $31.3K as of Q2 2026.
  • Elevation Wealth Partners left its Western Digital share count unchanged in Q2 2026.
  • Western Digital made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #440 holding.
  • Elevation Wealth Partners first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.