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Heck Capital Advisors’s Western Digital WDC Stock Holding History

Heck Capital 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
-903
Closed -$244K – 231
2026
Q1 		$244K Buy
+903
New +$236K 0.02% 188
2025
Q1 		– Sell
-20
Closed -$894 – 789
2024
Q4 		$894 Buy
+20
New +$1K ﹤0.01% 718

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

Heck Capital Advisors's WDC Position: Q2 2026 in Review

Heck Capital Advisors sold out of Western Digital (WDC) in Q2 2026, closing a stake of 903 shares — an estimated $244K sold.

Heck Capital Advisors first reported a position in WDC in Q4 2024 and held it in 2 quarters. The position peaked at $244K in Q1 2026. 1,849 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Heck Capital Advisors reported no remaining Western Digital position as of Q2 2026 after selling out during the quarter.
  • Heck Capital Advisors sold 903 Western Digital shares in Q2 2026, an estimated $244K.
  • Heck Capital Advisors first reported a position in Western Digital in Q4 2024 and held it in 2 quarters.
  • Heck Capital Advisors's Western Digital position peaked at $244K in Q1 2026.
  • 1,849 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.