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Marshall & Sterling Wealth Advisors’s Western Digital WDC Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-74
Closed -$8.88K – 629
2025
Q3 		$8.88K Sell
74
-30
-29% -$2.45K 0.01% 372
2025
Q2 		$6.66K Buy
+104
New +$4.95K ﹤0.01% 427

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's WDC Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Western Digital (WDC) in Q4 2025, closing a stake of 74 shares — an estimated $8.88K sold.

Marshall & Sterling Wealth Advisors first reported a position in WDC in Q2 2025 and held it in 2 quarters. The position peaked at $8.88K in Q3 2025. 1,174 funds tracked by Wall St. Rank hold WDC as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Western Digital position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 74 Western Digital shares in Q4 2025, an estimated $8.88K.
  • Marshall & Sterling Wealth Advisors first reported a position in Western Digital in Q2 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Western Digital position peaked at $8.88K in Q3 2025.
  • 1,174 funds tracked by Wall St. Rank held Western Digital as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.