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Kestra Investment Management’s Western Digital WDC Stock Holding History

Kestra Investment Management’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 		$496K Sell
777
-440
-36% -$214K 0.01% 317
2026
Q1 		$329K Buy
+1,217
New +$318K 0.01% 351
2025
Q3 		– Sell
-46
Closed -$1.86K – 994
2025
Q2 		$1.86K Hold
46
– – ﹤0.01% 882
2025
Q1 		$1.86K Sell
46
-225
-83% -$10.7K ﹤0.01% 773
2024
Q4 		$12.2K Buy
+271
New +$13.6K ﹤0.01% 802

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 Investment Management's WDC Position: Q2 2026 in Review

Kestra Investment Management reduced its Western Digital (WDC) stake by 36% in Q2 2026, selling an estimated $214K and leaving 777 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #317.

Kestra Investment Management first reported a position in WDC in Q4 2024 and has held it in 5 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Kestra Investment Management held 777 shares of Western Digital worth $496K as of Q2 2026.
  • Kestra Investment Management sold 440 Western Digital shares in Q2 2026, an estimated $214K.
  • Western Digital made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #317 holding.
  • Kestra Investment Management first reported a position in Western Digital in Q4 2024 and has held it in 5 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.