MWM
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Modern Wealth Management’s Western Digital WDC Stock Holding History

Modern 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 		$728K Buy
1,139
+275
+32% +$134K 0.01% 607
2026
Q1 		$257K Sell
864
-571
-40% -$149K ﹤0.01% 768
2025
Q4 		$247K Buy
+1,435
New +$218K ﹤0.01% 742

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

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

Modern Wealth Management increased its Western Digital (WDC) stake by 32% in Q2 2026, buying an estimated $134K and bringing the position to 1,139 shares worth $728K. The position accounts for 0.01% of the portfolio, ranked #607.

Modern Wealth Management first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. 1,845 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Modern Wealth Management held 1,139 shares of Western Digital worth $728K as of Q2 2026.
  • Modern Wealth Management bought 275 Western Digital shares in Q2 2026, an estimated $134K.
  • Western Digital made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #607 holding.
  • Modern Wealth Management first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
  • 1,845 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

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