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Legacy Financial Advisors’s Western Digital WDC Stock Holding History

Legacy Financial 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
Q2 		$1.28M Sell
2,004
-67
-3% -$32.6K 0.16% 112
2026
Q1 		$560K Buy
2,071
+601
+41% +$157K 0.08% 214
2025
Q4 		$253K Buy
+1,470
New +$223K 0.04% 346
2019
Q2 		– Sell
-70
Closed -$3K – 896
2019
Q1 		$3K Sell
70
-8
-10% -$274 ﹤0.01% 871
2018
Q4 		$2K Sell
78
-2,493
-97% -$88.3K ﹤0.01% 857
2018
Q3 		$113K Hold
2,571
– – 0.04% 159
2018
Q2 		$155K Buy
2,571
+2,563
+32,038% +$163K 0.06% 123
2018
Q1 		$0 Sell
8
-4
-33% -$269 ﹤0.01% 914
2017
Q4 		$0 Buy
+12
New +$773 ﹤0.01% 864

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

Legacy Financial Advisors's WDC Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Western Digital (WDC) stake by 3.2% in Q2 2026, selling an estimated $32.6K and leaving 2,004 shares worth $1.28M. The position accounts for 0.16% of the portfolio, ranked #112.

Legacy Financial Advisors first reported a position in WDC in Q4 2017 and has held it in 9 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Legacy Financial Advisors held 2,004 shares of Western Digital worth $1.28M as of Q2 2026.
  • Legacy Financial Advisors sold 67 Western Digital shares in Q2 2026, an estimated $32.6K.
  • Western Digital made up 0.16% of Legacy Financial Advisors's portfolio in Q2 2026, its #112 holding.
  • Legacy Financial Advisors first reported a position in Western Digital in Q4 2017 and has held it in 9 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.