HFO
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Heritage Family Offices’s Western Digital WDC Stock Holding History

Heritage Family Offices’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 		$438K Buy
+685
New +$333K 0.17% 113

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

Heritage Family Offices's WDC Position: Q2 2026 in Review

Heritage Family Offices opened a new position in Western Digital (WDC) in Q2 2026: 685 shares worth $438K. The stake represents 0.17% of the portfolio and ranks #113 among its holdings.

1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Heritage Family Offices held 685 shares of Western Digital worth $438K as of Q2 2026.
  • Western Digital was a new Heritage Family Offices position in Q2 2026.
  • Western Digital made up 0.17% of Heritage Family Offices's portfolio in Q2 2026, its #113 holding.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.