Key Financial Inc’s Western Digital WDC Stock Holding History

Key Financial Inc’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	–	Sell	-27	Closed	-$4.65K	–	1473
2025 Q4	$4.65K	Hold	27	–	–	﹤0.01%	1046
2025 Q3	$3.53K	Hold	27	–	–	﹤0.01%	1114
2025 Q2	$1.73K	Hold	27	–	–	﹤0.01%	1204
2025 Q1	$1.09K	Sell	27 -9	-25%	-$427	﹤0.01%	1223
2024 Q4	$1.61K	Hold	36	–	–	﹤0.01%	1175
2024 Q3	$1.84K	Hold	36	–	–	﹤0.01%	1122
2024 Q2	$2.05K	Hold	36	–	–	﹤0.01%	1104
2024 Q1	$1.84K	Hold	36	–	–	﹤0.01%	1110
2023 Q4	$1.41K	Hold	36	–	–	﹤0.01%	1141
2023 Q3	$1.23K	Hold	36	–	–	﹤0.01%	1164
2023 Q2	$1.02K	Hold	36	–	–	﹤0.01%	1237
2023 Q1	$1.02K	Sell	36 -555	-94%	-$16.3K	﹤0.01%	1032
2022 Q4	$14.6K	Hold	591	–	–	0.01%	550
2022 Q3	$15K	Sell	591 -1,096	-65%	-$36.4K	0.01%	555
2022 Q2	$55K	Hold	1,687	–	–	0.03%	341
2022 Q1	$63K	Hold	1,687	–	–	0.03%	332
2021 Q4	$83K	Buy	1,687 +36	+2%	+$1.56K	0.04%	263
2021 Q3	$70K	Hold	1,651	–	–	0.04%	290
2021 Q2	$81K	Buy	+1,651	New	+$89.3K	0.05%	270
2020 Q2	–	Sell	-255	Closed	-$8K	–	642
2020 Q1	$8K	Buy	+255	New	+$11.3K	0.01%	444

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Key Financial Inc's WDC Position: Q1 2026 in Review

Key Financial Inc sold out of Western Digital (WDC) in Q1 2026, closing a stake of 27 shares — an estimated $4.65K sold.

Key Financial Inc first reported a position in WDC in Q1 2020 and held it in 20 quarters. The position peaked at $83K in Q4 2021. 1,420 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Key Financial Inc reported no remaining Western Digital position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 27 Western Digital shares in Q1 2026, an estimated $4.65K.
Key Financial Inc first reported a position in Western Digital in Q1 2020 and held it in 20 quarters.
Key Financial Inc's Western Digital position peaked at $83K in Q4 2021.
1,420 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.