Family Management’s Western Digital WDC Stock Holding History

Family Management’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	$1.21M	Buy	1,902 +803	+73%	+$390K	0.12%	115
2026 Q1	$297K	Buy	+1,099	New	+$287K	0.04%	209

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Family Management's WDC Position: Q2 2026 in Review

Family Management increased its Western Digital (WDC) stake by 73% in Q2 2026, buying an estimated $390K and bringing the position to 1,902 shares worth $1.21M. The position accounts for 0.12% of the portfolio, ranked #115.

Family Management first reported a position in WDC in Q1 2026 and has held it in 2 quarters since. 1,845 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Family Management held 1,902 shares of Western Digital worth $1.21M as of Q2 2026.
Family Management bought 803 Western Digital shares in Q2 2026, an estimated $390K.
Western Digital made up 0.12% of Family Management's portfolio in Q2 2026, its #115 holding.
Family Management first reported a position in Western Digital in Q1 2026 and has held it in 2 quarters since.
1,845 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.