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 $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Capital World Investors

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

Geode Capital Management

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

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return