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Legacy Wealth Asset Management’s Western Digital WDC Stock Holding History

Legacy Wealth Asset Management’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 		$1.47M Buy
2,302
+22
+1% +$10.7K 0.32% 77
2026
Q1 		$617K Hold
2,280
– – 0.15% 226
2025
Q4 		$393K Hold
2,280
– – 0.1% 289
2025
Q3 		$274K Buy
+2,280
New +$186K 0.07% 325

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 Wealth Asset Management's WDC Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Western Digital (WDC) stake by 0.96% in Q2 2026, buying an estimated $10.7K and bringing the position to 2,302 shares worth $1.47M. The position accounts for 0.32% of the portfolio, ranked #77.

Legacy Wealth Asset Management first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Legacy Wealth Asset Management held 2,302 shares of Western Digital worth $1.47M as of Q2 2026.
  • Legacy Wealth Asset Management bought 22 Western Digital shares in Q2 2026, an estimated $10.7K.
  • Western Digital made up 0.32% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #77 holding.
  • Legacy Wealth Asset Management first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.