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LVW Advisors’s Western Digital WDC Stock Holding History

LVW 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 		$6.6M Buy
10,327
+709
+7% +$345K 0.57% 30
2026
Q1 		$2.6M Buy
+9,618
New +$2.51M 0.25% 55

Other funds holding WDC

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

LVW Advisors's WDC Position: Q2 2026 in Review

LVW Advisors increased its Western Digital (WDC) stake by 7.4% in Q2 2026, buying an estimated $345K and bringing the position to 10,327 shares worth $6.6M. The position accounts for 0.57% of the portfolio, ranked #30.

LVW Advisors first reported a position in WDC in Q1 2026 and has held it in 2 quarters since. 762 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • LVW Advisors held 10,327 shares of Western Digital worth $6.6M as of Q2 2026.
  • LVW Advisors bought 709 Western Digital shares in Q2 2026, an estimated $345K.
  • Western Digital made up 0.57% of LVW Advisors's portfolio in Q2 2026, its #30 holding.
  • LVW Advisors first reported a position in Western Digital in Q1 2026 and has held it in 2 quarters since.
  • 762 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.