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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
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 $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

Integrated Wealth Concepts's WDC Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Western Digital (WDC) stake by 167% in Q1 2026, buying an estimated $3.7M and bringing the position to 22,631 shares worth $6.12M. The position accounts for 0.05% of the portfolio, ranked #358.

Integrated Wealth Concepts first reported a position in WDC in Q3 2023 and has held it in 11 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Integrated Wealth Concepts held 22,631 shares of Western Digital worth $6.12M as of Q1 2026.
  • Integrated Wealth Concepts bought 14,168 Western Digital shares in Q1 2026, an estimated $3.7M.
  • Western Digital made up 0.05% of Integrated Wealth Concepts's portfolio in Q1 2026, its #358 holding.
  • Integrated Wealth Concepts first reported a position in Western Digital in Q3 2023 and has held it in 11 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.