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Navigoe Wealth Management’s Western Digital WDC Stock Holding History

Navigoe 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 		$7K Buy
+12
New +$5.83K ﹤0.01% 156
2025
Q3 		– Sell
-18
Closed -$1K – 293
2025
Q2 		$1K Hold
18
– – ﹤0.01% 166
2025
Q1 		$0 Sell
18
-6
-25% -$285 ﹤0.01% 184
2024
Q4 		$1K Buy
+24
New +$1.21K ﹤0.01% 158

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 $3.37T AUM 44.26% 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

Navigoe Wealth Management's WDC Position: Q2 2026 in Review

Navigoe Wealth Management opened a new position in Western Digital (WDC) in Q2 2026: 12 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #156 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in WDC as recently as Q2 2025.

Navigoe Wealth Management first reported a position in WDC in Q4 2024 and has held it in 4 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Navigoe Wealth Management held 12 shares of Western Digital worth $7K as of Q2 2026.
  • Western Digital was a new Navigoe Wealth Management position in Q2 2026.
  • Western Digital made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #156 holding.
  • Navigoe Wealth Management first reported a position in Western Digital in Q4 2024 and has held it in 4 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.