Moss Adams Wealth Advisors’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.21M Sell
1,887
-149
-7% -$72.4K 0.08% 82
2026
Q1
$551K Buy
2,036
+54
+3% +$14.1K 0.04% 128
2025
Q4
$341K Buy
1,982
+51
+3% +$7.73K 0.02% 180
2025
Q3
$232K Buy
+1,931
New +$158K 0.02% 221

Other funds holding WDC

Moss Adams Wealth Advisors's WDC Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Western Digital (WDC) stake by 7.3% in Q2 2026, selling an estimated $72.4K and leaving 1,887 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #82.

Moss Adams Wealth Advisors first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. 762 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Moss Adams Wealth Advisors held 1,887 shares of Western Digital worth $1.21M as of Q2 2026.
  • Moss Adams Wealth Advisors sold 149 Western Digital shares in Q2 2026, an estimated $72.4K.
  • Western Digital made up 0.08% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Moss Adams Wealth Advisors first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
  • 762 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.