Merit Financial Group
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Merit Financial Group’s Western Digital WDC Stock Holding History

Merit Financial 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
Q3 		$11.1M Sell
24,445
-2,111
-8% -$1.03M 0.06% 254
2026
Q2 		$17M Sell
26,556
-1,472
-5% -$716K 0.1% 169
2026
Q1 		$7.58M Sell
28,028
-111
-0.4% -$29K 0.06% 289
2025
Q4 		$4.85M Buy
28,139
+9,751
+53% +$1.48M 0.04% 368
2025
Q3 		$2.21M Buy
18,388
+7,404
+67% +$605K 0.02% 543
2025
Q2 		$703K Buy
+10,984
New +$523K 0.01% 947

Other funds holding WDC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Merit Financial Group's WDC Position: Q3 2026 in Review

Merit Financial Group reduced its Western Digital (WDC) stake by 7.9% in Q3 2026, selling an estimated $1.03M and leaving 24,445 shares worth $11.1M. The position accounts for 0.06% of the portfolio, ranked #254.

Merit Financial Group first reported a position in WDC in Q2 2025 and has held it in 6 quarters since. The position peaked at $17M in Q2 2026. 1,447 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Merit Financial Group held 24,445 shares of Western Digital worth $11.1M as of Q3 2026.
  • Merit Financial Group sold 2,111 Western Digital shares in Q3 2026, an estimated $1.03M.
  • Western Digital made up 0.06% of Merit Financial Group's portfolio in Q3 2026, its #254 holding.
  • Merit Financial Group first reported a position in Western Digital in Q2 2025 and has held it in 6 quarters since.
  • Merit Financial Group's Western Digital position peaked at $17M in Q2 2026.
  • 1,447 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.