MA
WDC icon

Montag & Associates’s Western Digital WDC Stock Holding History

Montag & Associates’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 		$3.34K Buy
+5
New +$2.43K ﹤0.01% 835
2025
Q4 		– Sell
-500
Closed -$60K – 1169
2025
Q3 		$60K Buy
+500
New +$40.9K ﹤0.01% 559

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

Montag & Associates's WDC Position: Q2 2026 in Review

Montag & Associates opened a new position in Western Digital (WDC) in Q2 2026: 5 shares worth $3.34K. The stake represents ﹤0.01% of the portfolio and ranks #835 among its holdings. This is a return to the name: Montag & Associates previously reported a position in WDC as recently as Q3 2025.

Montag & Associates first reported a position in WDC in Q3 2025 and has held it in 2 quarters since. The position peaked at $60K in Q3 2025. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Montag & Associates held 5 shares of Western Digital worth $3.34K as of Q2 2026.
  • Western Digital was a new Montag & Associates position in Q2 2026.
  • Western Digital made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #835 holding.
  • Montag & Associates first reported a position in Western Digital in Q3 2025 and has held it in 2 quarters since.
  • Montag & Associates's Western Digital position peaked at $60K in Q3 2025.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.