IWA
WDC icon

Icon Wealth Advisors’s Western Digital WDC Stock Holding History

Icon Wealth 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 		$2.02M Buy
3,168
+1,691
+114% +$822K 0.12% 119
2026
Q1 		$610K Buy
1,477
+213
+17% +$55.6K 0.04% 235
2025
Q4 		$218K Buy
+1,264
New +$192K 0.01% 370
2022
Q4 		– Sell
-5,092
Closed -$125K – 411
2022
Q3 		$125K Buy
+5,092
New +$169K 0.02% 365

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

Icon Wealth Advisors's WDC Position: Q2 2026 in Review

Icon Wealth Advisors increased its Western Digital (WDC) stake by 114% in Q2 2026, buying an estimated $822K and bringing the position to 3,168 shares worth $2.02M. The position accounts for 0.12% of the portfolio, ranked #119.

Icon Wealth Advisors first reported a position in WDC in Q3 2022 and has held it in 4 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Icon Wealth Advisors held 3,168 shares of Western Digital worth $2.02M as of Q2 2026.
  • Icon Wealth Advisors bought 1,691 Western Digital shares in Q2 2026, an estimated $822K.
  • Western Digital made up 0.12% of Icon Wealth Advisors's portfolio in Q2 2026, its #119 holding.
  • Icon Wealth Advisors first reported a position in Western Digital in Q3 2022 and has held it in 4 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.