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Mowery & Schoenfeld Wealth Management’s Western Digital WDC Stock Holding History

Mowery & Schoenfeld 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 		$28.1K Hold
44
– – 0.04% 176
2026
Q1 		$11.9K Sell
44
-25
-36% -$6.53K 0.02% 207
2025
Q4 		$11.9K Buy
69
+25
+57% +$3.79K 0.02% 227
2025
Q3 		$5.28K Hold
44
– – 0.01% 281
2025
Q2 		$2.82K Hold
44
– – ﹤0.01% 315
2025
Q1 		$1.78K Sell
44
-22
-33% -$1.04K ﹤0.01% 391
2024
Q4 		$2.98K Buy
+66
New +$3.32K 0.01% 360

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

Mowery & Schoenfeld Wealth Management's WDC Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Western Digital (WDC) position steady in Q2 2026 at 44 shares worth $28.1K. The position accounts for 0.04% of the portfolio, ranked #176.

Mowery & Schoenfeld Wealth Management first reported a position in WDC in Q4 2024 and has held it in 7 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 44 shares of Western Digital worth $28.1K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Western Digital share count unchanged in Q2 2026.
  • Western Digital made up 0.04% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Western Digital in Q4 2024 and has held it in 7 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.