Integrated Wealth Concepts
WDC icon

Integrated Wealth Concepts’s Western Digital WDC Stock Holding History

Integrated Wealth Concepts’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 		$11.9M Sell
18,708
-3,923
-17% -$1.91M 0.08% 247
2026
Q1 		$6.12M Buy
22,631
+14,168
+167% +$3.7M 0.05% 358
2025
Q4 		$1.46M Sell
8,463
-3,297
-28% -$500K 0.02% 622
2025
Q3 		$1.41M Buy
11,760
+1,586
+16% +$130K 0.01% 820
2025
Q2 		$651K Sell
10,174
-5,665
-36% -$270K 0.01% 1132
2025
Q1 		$640K Buy
15,839
+9,897
+167% +$469K 0.01% 1036
2024
Q4 		$268K Sell
5,942
-1,250
-17% -$62.8K ﹤0.01% 1433
2024
Q3 		$371K Sell
7,192
-309
-4% -$15.6K ﹤0.01% 1219
2024
Q2 		$430K Buy
7,501
+131
+2% +$7.27K 0.01% 1116
2024
Q1 		$380K Buy
7,370
+1,731
+31% +$75.8K 0.01% 1181
2023
Q4 		$223K Sell
5,639
-242
-4% -$8.47K ﹤0.01% 1416
2023
Q3 		$203K Buy
+5,881
New +$186K ﹤0.01% 1412

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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's WDC Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Western Digital (WDC) stake by 17% in Q2 2026, selling an estimated $1.91M and leaving 18,708 shares worth $11.9M. The position accounts for 0.08% of the portfolio, ranked #247.

Integrated Wealth Concepts first reported a position in WDC in Q3 2023 and has held it in 12 quarters since. 1,854 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Integrated Wealth Concepts held 18,708 shares of Western Digital worth $11.9M as of Q2 2026.
  • Integrated Wealth Concepts sold 3,923 Western Digital shares in Q2 2026, an estimated $1.91M.
  • Western Digital made up 0.08% of Integrated Wealth Concepts's portfolio in Q2 2026, its #247 holding.
  • Integrated Wealth Concepts first reported a position in Western Digital in Q3 2023 and has held it in 12 quarters since.
  • 1,854 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.