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Innovative Asset Advisors Group’s Western Digital WDC Stock Holding History

Innovative Asset Advisors 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 		– Sell
-122
Closed -$33K – 1026
2026
Q1 		$33K Buy
+122
New +$31.8K 0.02% 394

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

Innovative Asset Advisors Group's WDC Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Western Digital (WDC) in Q2 2026, closing a stake of 122 shares — an estimated $33K sold.

Innovative Asset Advisors Group first reported a position in WDC in Q1 2026 and held it in 1 quarter. The position peaked at $33K in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Western Digital position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 122 Western Digital shares in Q2 2026, an estimated $33K.
  • Innovative Asset Advisors Group first reported a position in Western Digital in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Western Digital position peaked at $33K in Q1 2026.
  • 1,835 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.