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Independent Financial Group’s Western Digital WDC Stock Holding History

Independent Financial 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 		$8.58M Sell
13,435
-1,162
-8% -$565K 0.16% 122
2026
Q1 		$3.95M Sell
14,597
-3,624
-20% -$946K 0.09% 220
2025
Q4 		$3.14M Buy
18,221
+9,781
+116% +$1.48M 0.07% 273
2025
Q3 		$1.01M Buy
+8,440
New +$690K 0.02% 592
2024
Q3 		– Sell
-7,884
Closed -$452K – 1207
2024
Q2 		$452K Sell
7,884
-3,307
-30% -$183K 0.02% 643
2024
Q1 		$577K Buy
+11,191
New +$490K 0.03% 540

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

Independent Financial Group's WDC Position: Q2 2026 in Review

Independent Financial Group reduced its Western Digital (WDC) stake by 8% in Q2 2026, selling an estimated $565K and leaving 13,435 shares worth $8.58M. The position accounts for 0.16% of the portfolio, ranked #122.

Independent Financial Group first reported a position in WDC in Q1 2024 and has held it in 6 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Independent Financial Group held 13,435 shares of Western Digital worth $8.58M as of Q2 2026.
  • Independent Financial Group sold 1,162 Western Digital shares in Q2 2026, an estimated $565K.
  • Western Digital made up 0.16% of Independent Financial Group's portfolio in Q2 2026, its #122 holding.
  • Independent Financial Group first reported a position in Western Digital in Q1 2024 and has held it in 6 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.