Independent Advisor Alliance’s Western Digital WDC Stock Holding History

Independent Advisor Alliance’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	$6.95M	Buy	10,888 +136	+1%	+$66.1K	0.16%	90
2026 Q1	$2.91M	Buy	10,752 +7,216	+204%	+$1.88M	0.03%	452
2025 Q4	$609K	Buy	3,536 +351	+11%	+$53.2K	0.01%	593
2025 Q3	$382K	Buy	+3,185	New	+$260K	0.01%	701
2018 Q2	–	Sell	-3,325	Closed	-$217K	–	384
2018 Q1	$217K	Buy	+3,325	New	+$224K	0.05%	306
2017 Q4	–	Sell	-16,056	Closed	-$1.02M	–	335
2017 Q3	$1.02M	Buy	16,056 +237	+1%	+$15.7K	0.28%	94
2017 Q2	$1.07M	Sell	15,819 -521	-3%	-$34.6K	0.34%	84
2017 Q1	$1.02M	Buy	+16,340	New	+$939K	0.16%	161

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

Independent Advisor Alliance's WDC Position: Q2 2026 in Review

Independent Advisor Alliance increased its Western Digital (WDC) stake by 1.3% in Q2 2026, buying an estimated $66.1K and bringing the position to 10,888 shares worth $6.95M. The position accounts for 0.16% of the portfolio, ranked #90.

Independent Advisor Alliance first reported a position in WDC in Q1 2017 and has held it in 8 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Independent Advisor Alliance held 10,888 shares of Western Digital worth $6.95M as of Q2 2026.
Independent Advisor Alliance bought 136 Western Digital shares in Q2 2026, an estimated $66.1K.
Western Digital made up 0.16% of Independent Advisor Alliance's portfolio in Q2 2026, its #90 holding.
Independent Advisor Alliance first reported a position in Western Digital in Q1 2017 and has held it in 8 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.