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Garrett Wealth Advisory Group’s Western Digital WDC Stock Holding History

Garrett Wealth Advisory Group’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 		$235K Buy
+368
New +$179K 0.04% 133
2019
Q4 		– Sell
-161
Closed -$7.28K – 632
2019
Q3 		$7.28K Buy
+161
New +$6.87K 0.01% 317

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

Garrett Wealth Advisory Group's WDC Position: Q2 2026 in Review

Garrett Wealth Advisory Group opened a new position in Western Digital (WDC) in Q2 2026: 368 shares worth $235K. The stake represents 0.04% of the portfolio and ranks #133 among its holdings. This is a return to the name: Garrett Wealth Advisory Group previously reported a position in WDC as recently as Q3 2019.

Garrett Wealth Advisory Group first reported a position in WDC in Q3 2019 and has held it in 2 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Garrett Wealth Advisory Group held 368 shares of Western Digital worth $235K as of Q2 2026.
  • Western Digital was a new Garrett Wealth Advisory Group position in Q2 2026.
  • Western Digital made up 0.04% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #133 holding.
  • Garrett Wealth Advisory Group first reported a position in Western Digital in Q3 2019 and has held it in 2 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.