HighPoint Advisor Group’s Western Digital WDC Stock Holding History

HighPoint 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 Q2	$2.33M	Buy	3,650 +152	+4%	+$73.9K	0.08%	188
2026 Q1	$946K	Sell	3,498 -30,198	-90%	-$7.88M	0.04%	303
2025 Q4	$5.8M	Buy	33,696 +26,276	+354%	+$3.98M	0.13%	139
2025 Q3	$891K	Buy	7,420 +345	+5%	+$28.2K	0.04%	277
2025 Q2	$453K	Buy	+7,075	New	+$337K	0.02%	402
2025 Q1	–	Sell	-4,801	Closed	-$250K	–	694
2024 Q4	$250K	Buy	4,801 +665	+16%	+$33.4K	0.01%	577
2024 Q3	$206K	Sell	4,136 -1,517	-27%	-$76.7K	0.01%	612
2024 Q2	$270K	Sell	5,653 -2,166	-28%	-$120K	0.02%	503
2024 Q1	$419K	Sell	7,819 -1,765	-18%	-$77.3K	0.03%	392
2023 Q4	$471K	Buy	+9,584	New	+$335K	0.03%	366

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

HighPoint Advisor Group's WDC Position: Q2 2026 in Review

HighPoint Advisor Group increased its Western Digital (WDC) stake by 4.3% in Q2 2026, buying an estimated $73.9K and bringing the position to 3,650 shares worth $2.33M. The position accounts for 0.08% of the portfolio, ranked #188.

HighPoint Advisor Group first reported a position in WDC in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.8M in Q4 2025. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

HighPoint Advisor Group held 3,650 shares of Western Digital worth $2.33M as of Q2 2026.
HighPoint Advisor Group bought 152 Western Digital shares in Q2 2026, an estimated $73.9K.
Western Digital made up 0.08% of HighPoint Advisor Group's portfolio in Q2 2026, its #188 holding.
HighPoint Advisor Group first reported a position in Western Digital in Q4 2023 and has held it in 10 quarters since.
HighPoint Advisor Group's Western Digital position peaked at $5.8M in Q4 2025.
1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.