Kestra Private Wealth Services’s Western Digital WDC Stock Holding History

Kestra Private Wealth 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	$6.74M	Sell	10,560 -1,879	-15%	-$914K	0.07%	272
2026 Q1	$3.36M	Sell	12,439 -985	-7%	-$257K	0.04%	416
2025 Q4	$2.31M	Buy	13,424 +5,173	+63%	+$784K	0.03%	502
2025 Q3	$991K	Sell	8,251 -102	-1%	-$8.34K	0.01%	787
2025 Q2	$535K	Buy	8,353 +1,144	+16%	+$54.5K	0.01%	1002
2025 Q1	$291K	Buy	7,209 +778	+12%	+$36.9K	﹤0.01%	1216
2024 Q4	$290K	Sell	6,431 -1,441	-18%	-$72.4K	﹤0.01%	1150
2024 Q3	$406K	Sell	7,872 -4,222	-35%	-$213K	0.01%	961
2024 Q2	$693K	Buy	12,094 +4,235	+54%	+$235K	0.01%	708
2024 Q1	$405K	Buy	7,859 +854	+12%	+$37.4K	0.01%	885
2023 Q4	$277K	Sell	7,005 -64	-0.9%	-$2.24K	0.01%	984
2023 Q3	$244K	Buy	+7,069	New	+$223K	0.01%	958
2022 Q2	–	Sell	-5,625	Closed	-$211K	–	1019
2022 Q1	$211K	Buy	5,625 +76	+1%	+$3.12K	0.01%	877
2021 Q4	$273K	Buy	5,549 +4	+0.1%	+$174	0.01%	803
2021 Q3	$237K	Sell	5,545 -194	-3%	-$9.22K	0.01%	794
2021 Q2	$309K	Sell	5,739 -463	-7%	-$25K	0.02%	669
2021 Q1	$313K	Sell	6,202 -261	-4%	-$12.2K	0.02%	593
2020 Q4	$242K	Buy	+6,463	New	+$215K	0.02%	615

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Private Wealth Services's WDC Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Western Digital (WDC) stake by 15% in Q2 2026, selling an estimated $914K and leaving 10,560 shares worth $6.74M. The position accounts for 0.07% of the portfolio, ranked #272.

Kestra Private Wealth Services first reported a position in WDC in Q4 2020 and has held it in 18 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Kestra Private Wealth Services held 10,560 shares of Western Digital worth $6.74M as of Q2 2026.
Kestra Private Wealth Services sold 1,879 Western Digital shares in Q2 2026, an estimated $914K.
Western Digital made up 0.07% of Kestra Private Wealth Services's portfolio in Q2 2026, its #272 holding.
Kestra Private Wealth Services first reported a position in Western Digital in Q4 2020 and has held it in 18 quarters since.
1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

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