Mission Wealth Management’s Western Digital WDC Stock Holding History

Mission Wealth 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	$9.33M	Sell	14,600 -3,203	-18%	-$1.56M	0.11%	110
2026 Q1	$4.82M	Buy	17,803 +11,884	+201%	+$3.1M	0.1%	113
2025 Q4	$1.02M	Buy	5,919 +735	+14%	+$111K	0.02%	332
2025 Q3	$622K	Buy	5,184 +30	+0.6%	+$2.45K	0.01%	431
2025 Q2	$330K	Sell	5,154 -18	-0.3%	-$857	0.01%	566
2025 Q1	$209K	Sell	5,172 -1,645	-24%	-$78K	0.01%	634
2024 Q4	$307K	Sell	6,817 -2	-0%	-$101	0.01%	545
2024 Q3	$352K	Sell	6,819 -16	-0.2%	-$808	0.01%	513
2024 Q2	$391K	Buy	+6,835	New	+$379K	0.01%	469
2022 Q3	–	Sell	-6,435	Closed	-$218K	–	541
2022 Q2	$218K	Buy	6,435 +14	+0.2%	+$562	0.01%	463
2022 Q1	$241K	Buy	6,421 +1,985	+45%	+$81.5K	0.01%	462
2021 Q4	$219K	Buy	+4,436	New	+$193K	0.01%	501
2021 Q3	–	Sell	-4,436	Closed	-$239K	–	531
2021 Q2	$239K	Sell	4,436 -62	-1%	-$3.35K	0.01%	441
2021 Q1	$227K	Buy	+4,498	New	+$210K	0.01%	410

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mission Wealth Management's WDC Position: Q2 2026 in Review

Mission Wealth Management reduced its Western Digital (WDC) stake by 18% in Q2 2026, selling an estimated $1.56M and leaving 14,600 shares worth $9.33M. The position accounts for 0.11% of the portfolio, ranked #110.

Mission Wealth Management first reported a position in WDC in Q1 2021 and has held it in 14 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Mission Wealth Management held 14,600 shares of Western Digital worth $9.33M as of Q2 2026.
Mission Wealth Management sold 3,203 Western Digital shares in Q2 2026, an estimated $1.56M.
Western Digital made up 0.11% of Mission Wealth Management's portfolio in Q2 2026, its #110 holding.
Mission Wealth Management first reported a position in Western Digital in Q1 2021 and has held it in 14 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.