Heritage Wealth Management (Ohio)’s Western Digital WDC Stock Holding History

Heritage Wealth Management (Ohio)’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	$545K	Buy	+854	New	+$415K	0.14%	153

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s WDC Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Western Digital (WDC) in Q2 2026: 854 shares worth $545K. The stake represents 0.14% of the portfolio and ranks #153 among its holdings.

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

Heritage Wealth Management (Ohio) held 854 shares of Western Digital worth $545K as of Q2 2026.
Western Digital was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Western Digital made up 0.14% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #153 holding.
1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.