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Mather Group’s Western Digital WDC Stock Holding History

Mather Group’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 		$2.72M Buy
4,265
+1,468
+52% +$714K 0.02% 226
2026
Q1 		$757K Buy
2,797
+178
+7% +$46.5K 0.01% 389
2025
Q4 		$451K Buy
2,619
+275
+12% +$41.7K ﹤0.01% 430
2025
Q3 		$281K Buy
+2,344
New +$192K ﹤0.01% 535
2025
Q2 		– Sell
-2,476
Closed -$100K – 1708
2025
Q1 		$100K Sell
2,476
-720
-23% -$34.2K ﹤0.01% 750
2024
Q4 		$144K Buy
3,196
+210
+7% +$10.6K ﹤0.01% 660
2024
Q3 		$154K Buy
2,986
+71
+2% +$3.59K ﹤0.01% 644
2024
Q2 		$150K Buy
2,915
+282
+11% +$15.6K ﹤0.01% 690
2024
Q1 		$104K Buy
+2,633
New +$115K ﹤0.01% 694

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

Mather Group's WDC Position: Q2 2026 in Review

Mather Group increased its Western Digital (WDC) stake by 52% in Q2 2026, buying an estimated $714K and bringing the position to 4,265 shares worth $2.72M. The position accounts for 0.02% of the portfolio, ranked #226.

Mather Group first reported a position in WDC in Q1 2024 and has held it in 9 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Mather Group held 4,265 shares of Western Digital worth $2.72M as of Q2 2026.
  • Mather Group bought 1,468 Western Digital shares in Q2 2026, an estimated $714K.
  • Western Digital made up 0.02% of Mather Group's portfolio in Q2 2026, its #226 holding.
  • Mather Group first reported a position in Western Digital in Q1 2024 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 Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.