Mount Yale Investment Advisors’s Western Digital WDC Stock Holding History

Mount Yale 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 Q2	$27.3M	Sell	42,693 -8,700	-17%	-$4.23M	0.51%	40
2026 Q1	$13.9M	Buy	51,393 +49,550	+2,689%	+$12.9M	0.32%	66
2025 Q4	$317K	Buy	+1,843	New	+$279K	0.02%	579
2025 Q3	–	Sell	-163	Closed	-$10.4K	–	1599
2025 Q2	$10.4K	Buy	+163	New	+$7.76K	﹤0.01%	1130
2020 Q3	–	Sell	-7,966	Closed	-$266K	–	380
2020 Q2	$266K	Sell	7,966 -349	-4%	-$11.3K	0.05%	272
2020 Q1	$262K	Sell	8,315 -1,467	-15%	-$65K	0.06%	247
2019 Q4	$484K	Buy	9,782 +1,800	+23%	+$75.1K	0.08%	205
2019 Q3	$317K	Sell	7,982 -3,690	-32%	-$158K	0.06%	265
2019 Q2	$466K	Sell	11,672 -1,315	-10%	-$45.1K	0.09%	198
2019 Q1	$472K	Buy	12,987 +94	+0.7%	+$3.22K	0.09%	185
2018 Q4	$448K	Sell	12,893 -146,100	-92%	-$5.18M	0.09%	197
2018 Q3	$5.83M	Buy	158,993 +50,717	+47%	+$2.57M	1.02%	25
2018 Q2	$6.33M	Buy	108,276 +6,707	+7%	+$427K	1.2%	23
2018 Q1	$7.08M	Buy	+101,569	New	+$6.84M	1.52%	5

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Yale Investment Advisors's WDC Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Western Digital (WDC) stake by 17% in Q2 2026, selling an estimated $4.23M and leaving 42,693 shares worth $27.3M. The position accounts for 0.51% of the portfolio, ranked #40.

Mount Yale Investment Advisors first reported a position in WDC in Q1 2018 and has held it in 14 quarters since. 1,850 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Mount Yale Investment Advisors held 42,693 shares of Western Digital worth $27.3M as of Q2 2026.
Mount Yale Investment Advisors sold 8,700 Western Digital shares in Q2 2026, an estimated $4.23M.
Western Digital made up 0.51% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #40 holding.
Mount Yale Investment Advisors first reported a position in Western Digital in Q1 2018 and has held it in 14 quarters since.
1,850 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.