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Excelsior Advisor Network’s Western Digital WDC Stock Holding History

Excelsior Advisor Network’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 		$317K Sell
496
-955
-66% -$464K 0.04% 354
2026
Q1 		$392K Buy
+1,451
New +$379K 0.15% 132

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

Excelsior Advisor Network's WDC Position: Q2 2026 in Review

Excelsior Advisor Network reduced its Western Digital (WDC) stake by 66% in Q2 2026, selling an estimated $464K and leaving 496 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #354.

Excelsior Advisor Network first reported a position in WDC in Q1 2026 and has held it in 2 quarters since. The position peaked at $392K in Q1 2026. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Excelsior Advisor Network held 496 shares of Western Digital worth $317K as of Q2 2026.
  • Excelsior Advisor Network sold 955 Western Digital shares in Q2 2026, an estimated $464K.
  • Western Digital made up 0.04% of Excelsior Advisor Network's portfolio in Q2 2026, its #354 holding.
  • Excelsior Advisor Network first reported a position in Western Digital in Q1 2026 and has held it in 2 quarters since.
  • Excelsior Advisor Network's Western Digital position peaked at $392K in Q1 2026.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.