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

Moran 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 		$713K Buy
1,116
+107
+11% +$52K 0.02% 407
2026
Q1 		$273K Buy
+1,009
New +$263K 0.01% 432
2024
Q1 		– Sell
-329,860
Closed -$13.1M – 451
2023
Q4 		$13.1M Sell
329,860
-17,819
-5% -$624K 0.46% 72
2023
Q3 		$12M Buy
+347,679
New +$11M 0.46% 77

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

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

Moran Wealth Management increased its Western Digital (WDC) stake by 11% in Q2 2026, buying an estimated $52K and bringing the position to 1,116 shares worth $713K. The position accounts for 0.02% of the portfolio, ranked #407.

Moran Wealth Management first reported a position in WDC in Q3 2023 and has held it in 4 quarters since. The position peaked at $13.1M in Q4 2023. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Moran Wealth Management held 1,116 shares of Western Digital worth $713K as of Q2 2026.
  • Moran Wealth Management bought 107 Western Digital shares in Q2 2026, an estimated $52K.
  • Western Digital made up 0.02% of Moran Wealth Management's portfolio in Q2 2026, its #407 holding.
  • Moran Wealth Management first reported a position in Western Digital in Q3 2023 and has held it in 4 quarters since.
  • Moran Wealth Management's Western Digital position peaked at $13.1M in Q4 2023.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.