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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
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 $6.73T 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

Merit Financial Group's WDC Position: Q2 2026 in Review

Merit Financial Group reduced its Western Digital (WDC) stake by 5.3% in Q2 2026, selling an estimated $716K and leaving 26,556 shares worth $17M. The position accounts for 0.1% of the portfolio, ranked #169.

Merit Financial Group first reported a position in WDC in Q2 2025 and has held it in 5 quarters since. 1,847 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Merit Financial Group held 26,556 shares of Western Digital worth $17M as of Q2 2026.
  • Merit Financial Group sold 1,472 Western Digital shares in Q2 2026, an estimated $716K.
  • Western Digital made up 0.1% of Merit Financial Group's portfolio in Q2 2026, its #169 holding.
  • Merit Financial Group first reported a position in Western Digital in Q2 2025 and has held it in 5 quarters since.
  • 1,847 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.