Great Valley Advisor Group
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Great Valley Advisor Group’s Western Digital WDC Stock Holding History

Great Valley Advisor 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
Q3 		$1.55M Buy
3,403
+278
+9% +$135K 0.02% 502
2026
Q2 		$2M Buy
3,125
+1,286
+70% +$625K 0.03% 403
2026
Q1 		$497K Buy
+1,839
New +$480K 0.01% 689

Other funds holding WDC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Great Valley Advisor Group's WDC Position: Q3 2026 in Review

Great Valley Advisor Group increased its Western Digital (WDC) stake by 8.9% in Q3 2026, buying an estimated $135K and bringing the position to 3,403 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #502.

Great Valley Advisor Group first reported a position in WDC in Q1 2026 and has held it in 3 quarters since. The position peaked at $2M in Q2 2026. 1,447 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Great Valley Advisor Group held 3,403 shares of Western Digital worth $1.55M as of Q3 2026.
  • Great Valley Advisor Group bought 278 Western Digital shares in Q3 2026, an estimated $135K.
  • Western Digital made up 0.02% of Great Valley Advisor Group's portfolio in Q3 2026, its #502 holding.
  • Great Valley Advisor Group first reported a position in Western Digital in Q1 2026 and has held it in 3 quarters since.
  • Great Valley Advisor Group's Western Digital position peaked at $2M in Q2 2026.
  • 1,447 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.