Fiduciary Alliance’s Western Digital WDC Stock Holding History

Fiduciary Alliance’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	$552K	Buy	864 +196	+29%	+$95.3K	0.04%	354
2026 Q1	$244K	Buy	+668	New	+$174K	0.01%	494

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

Fiduciary Alliance's WDC Position: Q2 2026 in Review

Fiduciary Alliance increased its Western Digital (WDC) stake by 29% in Q2 2026, buying an estimated $95.3K and bringing the position to 864 shares worth $552K. The position accounts for 0.04% of the portfolio, ranked #354.

Fiduciary Alliance first reported a position in WDC in Q1 2026 and has held it in 2 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Fiduciary Alliance held 864 shares of Western Digital worth $552K as of Q2 2026.
Fiduciary Alliance bought 196 Western Digital shares in Q2 2026, an estimated $95.3K.
Western Digital made up 0.04% of Fiduciary Alliance's portfolio in Q2 2026, its #354 holding.
Fiduciary Alliance first reported a position in Western Digital in Q1 2026 and has held it in 2 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.