MWA
WDC icon

Medallion Wealth Advisors’s Western Digital WDC Stock Holding History

Medallion 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
2026
Q1 		– Sell
-275
Closed -$47.4K – 1156
2025
Q4 		$47.4K Hold
275
– – 0.02% 482
2025
Q3 		$33K Hold
275
– – 0.01% 543
2025
Q2 		$17.6K Hold
275
– – 0.01% 646
2025
Q1 		$11.1K Sell
275
-89
-24% -$4.22K 0.01% 669
2024
Q4 		$11.1K Buy
+364
New +$18.3K 0.01% 655

Other funds holding WDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Medallion Wealth Advisors's WDC Position: Q1 2026 in Review

Medallion Wealth Advisors sold out of Western Digital (WDC) in Q1 2026, closing a stake of 275 shares — an estimated $47.4K sold.

Medallion Wealth Advisors first reported a position in WDC in Q4 2024 and held it in 5 quarters. The position peaked at $47.4K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Medallion Wealth Advisors reported no remaining Western Digital position as of Q1 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 275 Western Digital shares in Q1 2026, an estimated $47.4K.
  • Medallion Wealth Advisors first reported a position in Western Digital in Q4 2024 and held it in 5 quarters.
  • Medallion Wealth Advisors's Western Digital position peaked at $47.4K in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.