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Moneta Group Investment Advisors’s Western Digital WDC Stock Holding History

Moneta Group Investment Advisors’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 		$2.35M Buy
3,682
+624
+20% +$303K 0.02% 283
2026
Q1 		$827K Buy
3,058
+469
+18% +$122K 0.01% 392
2025
Q4 		$446K Sell
2,589
-238
-8% -$36.1K ﹤0.01% 531
2025
Q3 		$339K Buy
+2,827
New +$231K ﹤0.01% 590
2018
Q2 		– Sell
-331
Closed -$23K – 638
2018
Q1 		$23K Buy
331
+327
+8,175% +$22K ﹤0.01% 388
2017
Q4 		$0 Buy
+4
New +$258 ﹤0.01% 557

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

Moneta Group Investment Advisors's WDC Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Western Digital (WDC) stake by 20% in Q2 2026, buying an estimated $303K and bringing the position to 3,682 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #283.

Moneta Group Investment Advisors first reported a position in WDC in Q4 2017 and has held it in 6 quarters since. 1,849 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Moneta Group Investment Advisors held 3,682 shares of Western Digital worth $2.35M as of Q2 2026.
  • Moneta Group Investment Advisors bought 624 Western Digital shares in Q2 2026, an estimated $303K.
  • Western Digital made up 0.02% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #283 holding.
  • Moneta Group Investment Advisors first reported a position in Western Digital in Q4 2017 and has held it in 6 quarters since.
  • 1,849 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.