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Money Concepts Capital’s Western Digital WDC Stock Holding History

Money Concepts Capital’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 		$1.52M Buy
+2,376
New +$1.16M 0.07% 246
2023
Q1 		– Sell
-131
Closed -$3.12K – 2887
2022
Q4 		$3.12K Buy
+131
New +$3.46K ﹤0.01% 2538
2022
Q2 		– Sell
-131
Closed -$5K – 2616
2022
Q1 		$5K Buy
+131
New +$5.38K ﹤0.01% 2221

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 $3.38T AUM 44.17% 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

Money Concepts Capital's WDC Position: Q2 2026 in Review

Money Concepts Capital opened a new position in Western Digital (WDC) in Q2 2026: 2,376 shares worth $1.52M. The stake represents 0.07% of the portfolio and ranks #246 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in WDC as recently as Q4 2022.

Money Concepts Capital first reported a position in WDC in Q1 2022 and has held it in 3 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Money Concepts Capital held 2,376 shares of Western Digital worth $1.52M as of Q2 2026.
  • Western Digital was a new Money Concepts Capital position in Q2 2026.
  • Western Digital made up 0.07% of Money Concepts Capital's portfolio in Q2 2026, its #246 holding.
  • Money Concepts Capital first reported a position in Western Digital in Q1 2022 and has held it in 3 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.