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Mutual Advisors’s Western Digital WDC Stock Holding History

Mutual 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
Q1 		$360K Sell
1,332
-248
-16% -$64.7K 0.01% 1042
2025
Q4 		$272K Sell
1,580
-34
-2% -$5.16K 0.01% 1122
2025
Q3 		$203K Buy
+1,614
New +$132K ﹤0.01% 1227

Other funds holding WDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mutual Advisors's WDC Position: Q1 2026 in Review

Mutual Advisors reduced its Western Digital (WDC) stake by 16% in Q1 2026, selling an estimated $64.7K and leaving 1,332 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #1042.

Mutual Advisors first reported a position in WDC in Q3 2025 and has held it in 3 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Mutual Advisors held 1,332 shares of Western Digital worth $360K as of Q1 2026.
  • Mutual Advisors sold 248 Western Digital shares in Q1 2026, an estimated $64.7K.
  • Western Digital made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1042 holding.
  • Mutual Advisors first reported a position in Western Digital in Q3 2025 and has held it in 3 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.