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Evolve Private Wealth’s Western Digital WDC Stock Holding History

Evolve Private Wealth’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 		$3.34M Sell
5,235
-1,863
-26% -$906K 0.2% 94
2026
Q1 		$1.92M Buy
7,098
+305
+4% +$79.6K 0.1% 195
2025
Q4 		$1.17M Buy
+6,793
New +$1.03M 0.07% 260

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

Evolve Private Wealth's WDC Position: Q2 2026 in Review

Evolve Private Wealth reduced its Western Digital (WDC) stake by 26% in Q2 2026, selling an estimated $906K and leaving 5,235 shares worth $3.34M. The position accounts for 0.2% of the portfolio, ranked #94.

Evolve Private Wealth first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Evolve Private Wealth held 5,235 shares of Western Digital worth $3.34M as of Q2 2026.
  • Evolve Private Wealth sold 1,863 Western Digital shares in Q2 2026, an estimated $906K.
  • Western Digital made up 0.2% of Evolve Private Wealth's portfolio in Q2 2026, its #94 holding.
  • Evolve Private Wealth first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.