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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Advisor Alliance's WDC Position: Q1 2026 in Review

Independent Advisor Alliance increased its Western Digital (WDC) stake by 204% in Q1 2026, buying an estimated $1.88M and bringing the position to 10,752 shares worth $2.91M. The position accounts for 0.03% of the portfolio, ranked #452.

Independent Advisor Alliance first reported a position in WDC in Q1 2017 and has held it in 7 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Independent Advisor Alliance held 10,752 shares of Western Digital worth $2.91M as of Q1 2026.
  • Independent Advisor Alliance bought 7,216 Western Digital shares in Q1 2026, an estimated $1.88M.
  • Western Digital made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #452 holding.
  • Independent Advisor Alliance first reported a position in Western Digital in Q1 2017 and has held it in 7 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.