Loring Wolcott & Coolidge Fiduciary Advisors’s Western Digital WDC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$206K	Hold	323	–	–	﹤0.01%	316
2026 Q1	$111K	Buy	+323	New	+$84.3K	﹤0.01%	373
2023 Q3	–	Sell	-132	Closed	-$3.79K	–	659
2023 Q2	$3.79K	Buy	+132	New	+$3.67K	﹤0.01%	588
2020 Q1	–	Sell	-860	Closed	-$41K	–	716
2019 Q4	$41K	Hold	860	–	–	﹤0.01%	438
2019 Q3	$39K	Hold	860	–	–	﹤0.01%	431
2019 Q2	$31K	Hold	860	–	–	﹤0.01%	461
2019 Q1	$31K	Buy	860 +312	+57%	+$10.7K	﹤0.01%	462
2018 Q4	$15K	Buy	548 +529	+2,784%	+$18.7K	﹤0.01%	541
2018 Q3	$0	Hold	19	–	–	﹤0.01%	680
2018 Q2	$1K	Hold	19	–	–	﹤0.01%	660
2018 Q1	$1K	Hold	19	–	–	﹤0.01%	712
2017 Q4	$1K	Hold	19	–	–	﹤0.01%	721
2017 Q3	$1K	Buy	+19	New	+$1.26K	﹤0.01%	752

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WDC Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Western Digital (WDC) position steady in Q2 2026 at 323 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WDC in Q3 2017 and has held it in 13 quarters since. 1,353 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 323 shares of Western Digital worth $206K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Western Digital share count unchanged in Q2 2026.
Western Digital made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #316 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Western Digital in Q3 2017 and has held it in 13 quarters since.
1,353 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.