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NEOS Investment Management’s Western Digital WDC Stock Holding History

NEOS Investment 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 		$164M Buy
256,492
+23,171
+10% +$11.3M 0.6% 29
2026
Q1 		$63.1M Buy
233,321
+101,002
+76% +$26.4M 0.32% 55
2025
Q4 		$22.8M Buy
132,319
+93,488
+241% +$14.2M 0.13% 132
2025
Q3 		$4.66M Buy
38,831
+13,238
+52% +$1.08M 0.03% 311
2025
Q2 		$1.64M Buy
25,593
+5,355
+26% +$255K 0.02% 408
2025
Q1 		$818K Sell
20,238
-1,564
-7% -$74.2K 0.02% 462
2024
Q4 		$983K Buy
21,802
+4,931
+29% +$248K 0.02% 411
2024
Q3 		$871K Buy
16,871
+3,223
+24% +$163K 0.03% 400
2024
Q2 		$782K Buy
13,648
+3,953
+41% +$219K 0.03% 365
2024
Q1 		$500K Buy
9,695
+3,630
+60% +$159K 0.03% 382
2023
Q4 		$240K Buy
+6,065
New +$212K 0.02% 458

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

NEOS Investment Management's WDC Position: Q2 2026 in Review

NEOS Investment Management increased its Western Digital (WDC) stake by 9.9% in Q2 2026, buying an estimated $11.3M and bringing the position to 256,492 shares worth $164M. The position accounts for 0.6% of the portfolio, ranked #29.

NEOS Investment Management first reported a position in WDC in Q4 2023 and has held it in 11 quarters since. 1,845 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • NEOS Investment Management held 256,492 shares of Western Digital worth $164M as of Q2 2026.
  • NEOS Investment Management bought 23,171 Western Digital shares in Q2 2026, an estimated $11.3M.
  • Western Digital made up 0.6% of NEOS Investment Management's portfolio in Q2 2026, its #29 holding.
  • NEOS Investment Management first reported a position in Western Digital in Q4 2023 and has held it in 11 quarters since.
  • 1,845 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.