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McCarter Private Wealth Services’s Western Digital WDC Stock Holding History

McCarter Private Wealth Services’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 		$766K Hold
1,200
– – 0.26% 85
2026
Q1 		$325K Hold
1,200
– – 0.14% 126
2025
Q4 		$207K Buy
+1,200
New +$182K 0.09% 149

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

McCarter Private Wealth Services's WDC Position: Q2 2026 in Review

McCarter Private Wealth Services held its Western Digital (WDC) position steady in Q2 2026 at 1,200 shares worth $766K. The position accounts for 0.26% of the portfolio, ranked #85.

McCarter Private Wealth Services first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • McCarter Private Wealth Services held 1,200 shares of Western Digital worth $766K as of Q2 2026.
  • McCarter Private Wealth Services left its Western Digital share count unchanged in Q2 2026.
  • Western Digital made up 0.26% of McCarter Private Wealth Services's portfolio in Q2 2026, its #85 holding.
  • McCarter Private Wealth Services first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.