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Kestra Advisory Services’s Western Digital WDC Stock Holding History

Kestra Advisory Services’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 		$11.5M Buy
18,053
+7,791
+76% +$3.79M 0.04% 473
2026
Q1 		$2.78M Sell
10,262
-3,679
-26% -$960K 0.01% 1112
2025
Q4 		$2.4M Buy
13,941
+1,697
+14% +$257K 0.01% 1113
2025
Q3 		$1.47M Buy
12,244
+2,129
+21% +$174K 0.01% 1340
2025
Q2 		$647K Sell
10,115
-122
-1% -$5.81K ﹤0.01% 1796
2025
Q1 		$414K Sell
10,237
-1,850
-15% -$87.8K ﹤0.01% 1943
2024
Q4 		$545K Sell
12,087
-712
-6% -$35.8K ﹤0.01% 1815
2024
Q3 		$661K Hold
12,799
– – ﹤0.01% 1585
2024
Q2 		$733K Buy
12,799
+2,447
+24% +$136K ﹤0.01% 1512
2024
Q1 		$534K Buy
10,352
+248
+2% +$10.9K ﹤0.01% 1616
2023
Q4 		$400K Sell
10,104
-152
-1% -$5.32K ﹤0.01% 1662
2023
Q3 		$354K Sell
10,256
-3,290
-24% -$104K ﹤0.01% 1563
2023
Q2 		$388K Sell
13,546
-5,466
-29% -$152K ﹤0.01% 1446
2023
Q1 		$541K Sell
19,012
-13,735
-42% -$403K 0.01% 1236
2022
Q4 		$781K Sell
32,747
-10,355
-24% -$273K 0.01% 1169
2022
Q3 		$1.06M Sell
43,102
-2,583
-6% -$85.7K 0.01% 950
2022
Q2 		$1.55M Sell
45,685
-2,054
-4% -$82.5K 0.02% 773
2022
Q1 		$1.79M Sell
47,739
-7,896
-14% -$324K 0.02% 714
2021
Q4 		$2.74M Sell
55,635
-4,972
-8% -$216K 0.03% 573
2021
Q3 		$2.59M Sell
60,607
-6,813
-10% -$324K 0.03% 607
2021
Q2 		$3.63M Sell
67,420
-1,434
-2% -$77.5K 0.04% 451
2021
Q1 		$3.47M Buy
68,854
+48,347
+236% +$2.26M 0.04% 423
2020
Q4 		$768K Buy
20,507
+6,150
+43% +$204K 0.01% 993
2020
Q3 		$397K Buy
+14,357
New +$427K 0.01% 981

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

Kestra Advisory Services's WDC Position: Q2 2026 in Review

Kestra Advisory Services increased its Western Digital (WDC) stake by 76% in Q2 2026, buying an estimated $3.79M and bringing the position to 18,053 shares worth $11.5M. The position accounts for 0.04% of the portfolio, ranked #473.

Kestra Advisory Services first reported a position in WDC in Q3 2020 and has held it in 24 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Kestra Advisory Services held 18,053 shares of Western Digital worth $11.5M as of Q2 2026.
  • Kestra Advisory Services bought 7,791 Western Digital shares in Q2 2026, an estimated $3.79M.
  • Western Digital made up 0.04% of Kestra Advisory Services's portfolio in Q2 2026, its #473 holding.
  • Kestra Advisory Services first reported a position in Western Digital in Q3 2020 and has held it in 24 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.