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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kestra Advisory Services's WDC Position: Q1 2026 in Review

Kestra Advisory Services reduced its Western Digital (WDC) stake by 26% in Q1 2026, selling an estimated $960K and leaving 10,262 shares worth $2.78M. The position accounts for 0.01% of the portfolio, ranked #1112.

Kestra Advisory Services first reported a position in WDC in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.63M in Q2 2021. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Kestra Advisory Services held 10,262 shares of Western Digital worth $2.78M as of Q1 2026.
Kestra Advisory Services sold 3,679 Western Digital shares in Q1 2026, an estimated $960K.
Western Digital made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1112 holding.
Kestra Advisory Services first reported a position in Western Digital in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's Western Digital position peaked at $3.63M in Q2 2021.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.