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HB Wealth Management’s Western Digital WDC Stock Holding History

HB Wealth Management’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 		$10.2M Buy
15,898
+875
+6% +$425K 0.06% 170
2026
Q1 		$4.06M Buy
15,023
+5,185
+53% +$1.35M 0.03% 288
2025
Q4 		$1.69M Buy
9,838
+1,840
+23% +$279K 0.01% 443
2025
Q3 		$960K Buy
7,998
+1,592
+25% +$130K 0.01% 617
2025
Q2 		$410K Sell
6,406
-1,930
-23% -$91.9K ﹤0.01% 819
2025
Q1 		$337K Sell
8,336
-1,438
-15% -$68.2K ﹤0.01% 919
2024
Q4 		$441K Buy
9,774
+1,425
+17% +$71.6K ﹤0.01% 663
2024
Q3 		$431K Buy
8,349
+987
+13% +$49.9K ﹤0.01% 640
2024
Q2 		$422K Buy
+7,362
New +$408K ﹤0.01% 592

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

HB Wealth Management's WDC Position: Q2 2026 in Review

HB Wealth Management increased its Western Digital (WDC) stake by 5.8% in Q2 2026, buying an estimated $425K and bringing the position to 15,898 shares worth $10.2M. The position accounts for 0.06% of the portfolio, ranked #170.

HB Wealth Management first reported a position in WDC in Q2 2024 and has held it in 9 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • HB Wealth Management held 15,898 shares of Western Digital worth $10.2M as of Q2 2026.
  • HB Wealth Management bought 875 Western Digital shares in Q2 2026, an estimated $425K.
  • Western Digital made up 0.06% of HB Wealth Management's portfolio in Q2 2026, its #170 holding.
  • HB Wealth Management first reported a position in Western Digital in Q2 2024 and has held it in 9 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.