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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moneta Group Investment Advisors's WDC Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Western Digital (WDC) stake by 18% in Q1 2026, buying an estimated $122K and bringing the position to 3,058 shares worth $827K. The position accounts for 0.01% of the portfolio, ranked #392.

Moneta Group Investment Advisors first reported a position in WDC in Q4 2017 and has held it in 5 quarters since. 1,408 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Moneta Group Investment Advisors held 3,058 shares of Western Digital worth $827K as of Q1 2026.
  • Moneta Group Investment Advisors bought 469 Western Digital shares in Q1 2026, an estimated $122K.
  • Western Digital made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #392 holding.
  • Moneta Group Investment Advisors first reported a position in Western Digital in Q4 2017 and has held it in 5 quarters since.
  • 1,408 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.