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Klingman & Associates’s Western Digital WDC Stock Holding History

Klingman & Associates’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 		$621K Buy
972
+26
+3% +$12.6K 0.03% 178
2026
Q1 		$256K Buy
+946
New +$247K 0.01% 283

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

Klingman & Associates's WDC Position: Q2 2026 in Review

Klingman & Associates increased its Western Digital (WDC) stake by 2.7% in Q2 2026, buying an estimated $12.6K and bringing the position to 972 shares worth $621K. The position accounts for 0.03% of the portfolio, ranked #178.

Klingman & Associates first reported a position in WDC in Q1 2026 and has held it in 2 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Klingman & Associates held 972 shares of Western Digital worth $621K as of Q2 2026.
  • Klingman & Associates bought 26 Western Digital shares in Q2 2026, an estimated $12.6K.
  • Western Digital made up 0.03% of Klingman & Associates's portfolio in Q2 2026, its #178 holding.
  • Klingman & Associates first reported a position in Western Digital in Q1 2026 and has held it in 2 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.