N.E.W. Advisory Services’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
$12.2K Buy
19
+7
+58% +$3.4K ﹤0.01% 615
2026
Q1
$3.26K Hold
12
﹤0.01% 781
2025
Q4
$2.07K Hold
12
﹤0.01% 791
2025
Q3
$1.45K Hold
12
﹤0.01% 765
2025
Q2
$769 Buy
+12
New +$571 ﹤0.01% 819

Other funds holding WDC

N.E.W. Advisory Services's WDC Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Western Digital (WDC) stake by 58% in Q2 2026, buying an estimated $3.4K and bringing the position to 19 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

N.E.W. Advisory Services first reported a position in WDC in Q2 2025 and has held it in 5 quarters since. 1,246 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • N.E.W. Advisory Services held 19 shares of Western Digital worth $12.2K as of Q2 2026.
  • N.E.W. Advisory Services bought 7 Western Digital shares in Q2 2026, an estimated $3.4K.
  • Western Digital made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #615 holding.
  • N.E.W. Advisory Services first reported a position in Western Digital in Q2 2025 and has held it in 5 quarters since.
  • 1,246 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.