Empower Advisory Group
WDC icon

Empower Advisory Group’s Western Digital WDC Stock Holding History

Empower Advisory 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 		$371K Sell
581
-280
-33% -$136K ﹤0.01% 397
2026
Q1 		$233K Buy
+861
New +$225K ﹤0.01% 464
2025
Q1 		– Sell
-10,028
Closed -$452K – 518
2024
Q4 		$452K Buy
10,028
+479
+5% +$24.1K ﹤0.01% 337
2024
Q3 		$493K Buy
+9,549
New +$482K ﹤0.01% 316

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

Empower Advisory Group's WDC Position: Q2 2026 in Review

Empower Advisory Group reduced its Western Digital (WDC) stake by 33% in Q2 2026, selling an estimated $136K and leaving 581 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Empower Advisory Group first reported a position in WDC in Q3 2024 and has held it in 4 quarters since. The position peaked at $493K in Q3 2024. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Empower Advisory Group held 581 shares of Western Digital worth $371K as of Q2 2026.
  • Empower Advisory Group sold 280 Western Digital shares in Q2 2026, an estimated $136K.
  • Western Digital made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #397 holding.
  • Empower Advisory Group first reported a position in Western Digital in Q3 2024 and has held it in 4 quarters since.
  • Empower Advisory Group's Western Digital position peaked at $493K in Q3 2024.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.