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Milestone Asset Management’s Western Digital WDC Stock Holding History

Milestone Asset Management’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 		$463K Sell
725
-3,073
-81% -$1.49M 0.07% 191
2026
Q1 		$1.03M Sell
3,798
-13,152
-78% -$3.43M 0.19% 115
2025
Q4 		$2.92M Buy
+16,950
New +$2.57M 0.55% 42

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

Milestone Asset Management's WDC Position: Q2 2026 in Review

Milestone Asset Management reduced its Western Digital (WDC) stake by 81% in Q2 2026, selling an estimated $1.49M and leaving 725 shares worth $463K. The position accounts for 0.07% of the portfolio, ranked #191.

Milestone Asset Management first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.92M in Q4 2025. 1,845 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Milestone Asset Management held 725 shares of Western Digital worth $463K as of Q2 2026.
  • Milestone Asset Management sold 3,073 Western Digital shares in Q2 2026, an estimated $1.49M.
  • Western Digital made up 0.07% of Milestone Asset Management's portfolio in Q2 2026, its #191 holding.
  • Milestone Asset Management first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
  • Milestone Asset Management's Western Digital position peaked at $2.92M in Q4 2025.
  • 1,845 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.