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Goldstein Advisors’s Western Digital WDC Stock Holding History

Goldstein 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 		$1.53M Buy
2,395
+353
+17% +$172K 0.14% 65
2026
Q1 		$552K Sell
2,042
-45
-2% -$11.7K 0.06% 96
2025
Q4 		$360K Sell
2,087
-792
-28% -$120K 0.04% 127
2025
Q3 		$346K Buy
+2,879
New +$235K 0.04% 127
2025
Q1 		– Sell
-5,146
Closed -$232K – 214
2024
Q4 		$232K Sell
5,146
-135
-3% -$6.79K 0.03% 162
2024
Q3 		$273K Buy
5,281
+135
+3% +$6.82K 0.04% 139
2024
Q2 		$295K Hold
5,146
– – 0.05% 119
2024
Q1 		$265K Buy
+5,146
New +$225K 0.05% 129

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 $3.37T AUM 44.26% 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

Goldstein Advisors's WDC Position: Q2 2026 in Review

Goldstein Advisors increased its Western Digital (WDC) stake by 17% in Q2 2026, buying an estimated $172K and bringing the position to 2,395 shares worth $1.53M. The position accounts for 0.14% of the portfolio, ranked #65.

Goldstein Advisors first reported a position in WDC in Q1 2024 and has held it in 8 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Goldstein Advisors held 2,395 shares of Western Digital worth $1.53M as of Q2 2026.
  • Goldstein Advisors bought 353 Western Digital shares in Q2 2026, an estimated $172K.
  • Western Digital made up 0.14% of Goldstein Advisors's portfolio in Q2 2026, its #65 holding.
  • Goldstein Advisors first reported a position in Western Digital in Q1 2024 and has held it in 8 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.