Envestnet Portfolio Solutions
WDC icon

Envestnet Portfolio Solutions’s Western Digital WDC Stock Holding History

Envestnet Portfolio Solutions’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 		$6.7M Buy
10,487
+2,142
+26% +$1.04M 0.03% 274
2026
Q1 		$2.26M Sell
8,345
-7,818
-48% -$2.04M 0.01% 430
2025
Q4 		$2.78M Buy
16,163
+920
+6% +$139K 0.01% 477
2025
Q3 		$1.83M Buy
+15,243
New +$1.25M 0.01% 549
2025
Q1 		– Sell
-22,187
Closed -$1,000K – 1784
2024
Q4 		$1,000K Sell
22,187
-21,254
-49% -$1.07M ﹤0.01% 926
2024
Q3 		$2.24M Buy
43,441
+9,032
+26% +$456K 0.01% 620
2024
Q2 		$1.97M Sell
34,409
-2,091
-6% -$116K 0.01% 645
2024
Q1 		$1.88M Buy
+36,500
New +$1.6M 0.01% 653

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's WDC Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Western Digital (WDC) stake by 26% in Q2 2026, buying an estimated $1.04M and bringing the position to 10,487 shares worth $6.7M. The position accounts for 0.03% of the portfolio, ranked #274.

Envestnet Portfolio Solutions first reported a position in WDC in Q1 2024 and has held it in 8 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Envestnet Portfolio Solutions held 10,487 shares of Western Digital worth $6.7M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 2,142 Western Digital shares in Q2 2026, an estimated $1.04M.
  • Western Digital made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #274 holding.
  • Envestnet Portfolio Solutions first reported a position in Western Digital in Q1 2024 and has held it in 8 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.