EFS
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Essex Financial Services’s Western Digital WDC Stock Holding History

Essex Financial Services’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 		$880K Sell
1,378
-679
-33% -$330K 0.04% 351
2026
Q1 		$556K Sell
2,057
-59
-3% -$15.4K 0.03% 430
2025
Q4 		$364K Buy
2,116
+381
+22% +$57.8K 0.02% 545
2025
Q3 		$208K Buy
+1,735
New +$142K 0.01% 708

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Essex Financial Services's WDC Position: Q2 2026 in Review

Essex Financial Services reduced its Western Digital (WDC) stake by 33% in Q2 2026, selling an estimated $330K and leaving 1,378 shares worth $880K. The position accounts for 0.04% of the portfolio, ranked #351.

Essex Financial Services first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. 1,353 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Essex Financial Services held 1,378 shares of Western Digital worth $880K as of Q2 2026.
  • Essex Financial Services sold 679 Western Digital shares in Q2 2026, an estimated $330K.
  • Western Digital made up 0.04% of Essex Financial Services's portfolio in Q2 2026, its #351 holding.
  • Essex Financial Services first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

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