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Glass Jacobson Investment Advisors’s Western Digital WDC Stock Holding History

Glass Jacobson Investment 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 		– Sell
-697
Closed -$189K – 637
2026
Q1 		$189K Buy
+697
New +$182K 0.07% 192

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

Glass Jacobson Investment Advisors's WDC Position: Q2 2026 in Review

Glass Jacobson Investment Advisors sold out of Western Digital (WDC) in Q2 2026, closing a stake of 697 shares — an estimated $189K sold.

Glass Jacobson Investment Advisors first reported a position in WDC in Q1 2026 and held it in 1 quarter. The position peaked at $189K in Q1 2026. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Glass Jacobson Investment Advisors reported no remaining Western Digital position as of Q2 2026 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 697 Western Digital shares in Q2 2026, an estimated $189K.
  • Glass Jacobson Investment Advisors first reported a position in Western Digital in Q1 2026 and held it in 1 quarter.
  • Glass Jacobson Investment Advisors's Western Digital position peaked at $189K in Q1 2026.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.