Fortis Group Advisors’s Western Digital WDC Stock Holding History

Fortis Group Advisors’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	$1.6M	Buy	2,500 +11	+0.4%	+$5.35K	0.26%	97
2026 Q1	$1.08M	Sell	2,489 -7,892	-76%	-$2.06M	0.18%	133
2025 Q4	$2.6M	Sell	10,381 -211	-2%	-$32K	0.44%	59
2025 Q3	$1.59M	Buy	10,592 +10,589	+352,967%	+$865K	0.27%	83
2025 Q2	$192	Hold	3	–	–	﹤0.01%	502
2025 Q1	$121	Sell	3 -1	-25%	-$47	﹤0.01%	476
2024 Q4	$179	Hold	4	–	–	﹤0.01%	483
2024 Q3	$205	Hold	4	–	–	﹤0.01%	474
2024 Q2	$227	Hold	4	–	–	﹤0.01%	476
2024 Q1	$205	Sell	4 -4	-50%	-$175	﹤0.01%	490
2023 Q4	$314	Buy	8 +4	+100%	+$140	﹤0.01%	430
2023 Q3	$137	Buy	+4	New	+$126	﹤0.01%	431
2020 Q3	$0	Buy	+4	New	+$119	﹤0.01%	481

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

Fortis Group Advisors's WDC Position: Q2 2026 in Review

Fortis Group Advisors increased its Western Digital (WDC) stake by 0.44% in Q2 2026, buying an estimated $5.35K and bringing the position to 2,500 shares worth $1.6M. The position accounts for 0.26% of the portfolio, ranked #97.

Fortis Group Advisors first reported a position in WDC in Q3 2020 and has held it in 13 quarters since. The position peaked at $2.6M in Q4 2025. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Fortis Group Advisors held 2,500 shares of Western Digital worth $1.6M as of Q2 2026.
Fortis Group Advisors bought 11 Western Digital shares in Q2 2026, an estimated $5.35K.
Western Digital made up 0.26% of Fortis Group Advisors's portfolio in Q2 2026, its #97 holding.
Fortis Group Advisors first reported a position in Western Digital in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Western Digital position peaked at $2.6M in Q4 2025.
1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.