Financial Perspectives’s Western Digital WDC Stock Holding History

Financial Perspectives’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	$60.7K	Hold	95	–	–	0.01%	306
2026 Q1	$25.7K	Hold	95	–	–	0.01%	407
2025 Q4	$16.4K	Hold	95	–	–	﹤0.01%	461
2025 Q3	$11.4K	Hold	95	–	–	﹤0.01%	507
2025 Q2	$6.08K	Hold	95	–	–	﹤0.01%	558
2025 Q1	$3.84K	Sell	95 -31	-25%	-$1.47K	﹤0.01%	586
2024 Q4	$5.67K	Hold	126	–	–	﹤0.01%	557
2024 Q3	$6.49K	Hold	126	–	–	﹤0.01%	505
2024 Q2	$7.2K	Hold	126	–	–	﹤0.01%	494
2024 Q1	$6.48K	Hold	126	–	–	﹤0.01%	490
2023 Q4	$4.97K	Hold	126	–	–	﹤0.01%	527
2023 Q3	$4.33K	Hold	126	–	–	﹤0.01%	525
2023 Q2	$3.6K	Hold	126	–	–	﹤0.01%	541
2023 Q1	$3.58K	Hold	126	–	–	﹤0.01%	540
2022 Q4	$3K	Hold	126	–	–	﹤0.01%	559
2022 Q3	$3.09K	Hold	126	–	–	﹤0.01%	552
2022 Q2	$4.26K	Hold	126	–	–	﹤0.01%	535
2022 Q1	$4.72K	Hold	126	–	–	﹤0.01%	547
2021 Q4	$6.2K	Hold	126	–	–	﹤0.01%	486
2021 Q3	$5.36K	Hold	126	–	–	﹤0.01%	509
2021 Q2	$6.76K	Hold	126	–	–	﹤0.01%	501
2021 Q1	$6.34K	Hold	126	–	–	﹤0.01%	483
2020 Q4	$5.26K	Hold	126	–	–	﹤0.01%	470
2020 Q3	$3.47K	Hold	126	–	–	﹤0.01%	454
2020 Q2	$4.19K	Sell	126 -49	-28%	-$1.59K	﹤0.01%	424
2020 Q1	$5.49K	Hold	175	–	–	﹤0.01%	376
2019 Q4	$8.38K	Buy	+175	New	+$7.3K	0.01%	353

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

Financial Perspectives's WDC Position: Q2 2026 in Review

Financial Perspectives held its Western Digital (WDC) position steady in Q2 2026 at 95 shares worth $60.7K. The position accounts for 0.01% of the portfolio, ranked #306.

Financial Perspectives first reported a position in WDC in Q4 2019 and has held it in 27 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Financial Perspectives held 95 shares of Western Digital worth $60.7K as of Q2 2026.
Financial Perspectives left its Western Digital share count unchanged in Q2 2026.
Western Digital made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #306 holding.
Financial Perspectives first reported a position in Western Digital in Q4 2019 and has held it in 27 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.