MBL Wealth’s Western Digital WDC Stock Holding History

MBL Wealth’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	$952K	Buy	1,491 +358	+32%	+$174K	0.07%	143
2026 Q1	$306K	Buy	+1,133	New	+$296K	0.02%	258

Other funds holding WDC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MBL Wealth's WDC Position: Q2 2026 in Review

MBL Wealth increased its Western Digital (WDC) stake by 32% in Q2 2026, buying an estimated $174K and bringing the position to 1,491 shares worth $952K. The position accounts for 0.07% of the portfolio, ranked #143.

MBL Wealth first reported a position in WDC in Q1 2026 and has held it in 2 quarters since. 1,845 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

MBL Wealth held 1,491 shares of Western Digital worth $952K as of Q2 2026.
MBL Wealth bought 358 Western Digital shares in Q2 2026, an estimated $174K.
Western Digital made up 0.07% of MBL Wealth's portfolio in Q2 2026, its #143 holding.
MBL Wealth first reported a position in Western Digital in Q1 2026 and has held it in 2 quarters since.
1,845 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.