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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
Q2 		$2.55K Buy
+4
New +$1.95K ﹤0.01% 948
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 $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

Medallion Wealth Advisors's WDC Position: Q2 2026 in Review

Medallion Wealth Advisors opened a new position in Western Digital (WDC) in Q2 2026: 4 shares worth $2.55K. The stake represents ﹤0.01% of the portfolio and ranks #948 among its holdings. This is a return to the name: Medallion Wealth Advisors previously reported a position in WDC as recently as Q4 2025.

Medallion Wealth Advisors first reported a position in WDC in Q4 2024 and has held it in 6 quarters since. The position peaked at $47.4K in Q4 2025. 1,850 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Medallion Wealth Advisors held 4 shares of Western Digital worth $2.55K as of Q2 2026.
  • Western Digital was a new Medallion Wealth Advisors position in Q2 2026.
  • Western Digital made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #948 holding.
  • Medallion Wealth Advisors first reported a position in Western Digital in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Western Digital position peaked at $47.4K in Q4 2025.
  • 1,850 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.