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Kovack Advisors’s Western Digital WDC Stock Holding History

Kovack Advisors’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 		$3.65M Buy
12,038
+6,746
+127% +$1.76M 0.19% 106
2025
Q4 		$912K Buy
5,292
+1,908
+56% +$289K 0.04% 409
2025
Q3 		$406K Sell
3,384
-2,367
-41% -$193K 0.04% 384
2025
Q2 		$368K Buy
+5,751
New +$274K 0.04% 404
2025
Q1 		– Sell
-5,342
Closed -$241K – 641
2024
Q4 		$241K Buy
5,342
+264
+5% +$13.3K 0.02% 522
2024
Q3 		$262K Buy
+5,078
New +$257K 0.03% 472
2023
Q1 		– Sell
-19,415
Closed -$463K – 653
2022
Q4 		$463K Sell
19,415
-8,077
-29% -$213K 0.07% 299
2022
Q3 		$676K Sell
27,492
-1,488
-5% -$49.4K 0.1% 222
2022
Q2 		$982K Buy
28,980
+6,515
+29% +$262K 0.13% 167
2022
Q1 		$843K Buy
22,465
+2,580
+13% +$106K 0.09% 254
2021
Q4 		$980K Buy
19,885
+8,462
+74% +$368K 0.09% 226
2021
Q3 		$487K Buy
11,423
+5,386
+89% +$256K 0.05% 384
2021
Q2 		$325K Buy
6,037
+738
+14% +$39.9K 0.04% 485
2021
Q1 		$267K Buy
+5,299
New +$248K 0.03% 509
2017
Q3 		– Sell
-3,351
Closed -$224K – 419
2017
Q2 		$224K Buy
+3,351
New +$223K 0.07% 311
2016
Q1 		– Sell
-4,570
Closed -$207K – 289
2015
Q4 		$207K Buy
+4,570
New +$233K 0.14% 181

Other funds holding WDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Kovack Advisors's WDC Position: Q1 2026 in Review

Kovack Advisors increased its Western Digital (WDC) stake by 127% in Q1 2026, buying an estimated $1.76M and bringing the position to 12,038 shares worth $3.65M. The position accounts for 0.19% of the portfolio, ranked #106.

Kovack Advisors first reported a position in WDC in Q4 2015 and has held it in 16 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Kovack Advisors held 12,038 shares of Western Digital worth $3.65M as of Q1 2026.
  • Kovack Advisors bought 6,746 Western Digital shares in Q1 2026, an estimated $1.76M.
  • Western Digital made up 0.19% of Kovack Advisors's portfolio in Q1 2026, its #106 holding.
  • Kovack Advisors first reported a position in Western Digital in Q4 2015 and has held it in 16 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.