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NewEdge Advisors’s Western Digital WDC Stock Holding History

NewEdge 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
Q2 		$67.8M Buy
106,193
+6,645
+7% +$3.23M 0.2% 93
2026
Q1 		$26.9M Buy
99,548
+59,169
+147% +$15.4M 0.1% 212
2025
Q4 		$6.96M Buy
40,379
+21,841
+118% +$3.31M 0.03% 544
2025
Q3 		$2.23M Buy
18,538
+8,344
+82% +$682K 0.01% 960
2025
Q2 		$652K Buy
10,194
+4,833
+90% +$230K ﹤0.01% 1541
2025
Q1 		$217K Sell
5,361
-6,001
-53% -$285K ﹤0.01% 2059
2024
Q4 		$512K Sell
11,362
-694
-6% -$34.9K ﹤0.01% 1538
2024
Q3 		$622K Sell
12,056
-40
-0.3% -$2.02K ﹤0.01% 1338
2024
Q2 		$693K Buy
12,096
+9,290
+331% +$515K 0.01% 1236
2024
Q1 		$145K Buy
2,806
+845
+43% +$37K ﹤0.01% 1937
2023
Q4 		$77.6K Sell
1,961
-8,196
-81% -$287K ﹤0.01% 2046
2023
Q3 		$350K Sell
10,157
-3,475
-25% -$110K ﹤0.01% 1349
2023
Q2 		$391K Buy
13,632
+43
+0.3% +$1.2K ﹤0.01% 1314
2023
Q1 		$387K Sell
13,589
-3,079
-18% -$90.3K ﹤0.01% 1231
2022
Q4 		$46.8K Buy
+16,668
New +$440K ﹤0.01% 1747
2017
Q3 		– Sell
-277
Closed -$18.7K – 1124
2017
Q2 		$18.7K Buy
+277
New +$18.4K ﹤0.01% 766

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

NewEdge Advisors's WDC Position: Q2 2026 in Review

NewEdge Advisors increased its Western Digital (WDC) stake by 6.7% in Q2 2026, buying an estimated $3.23M and bringing the position to 106,193 shares worth $67.8M. The position accounts for 0.2% of the portfolio, ranked #93.

NewEdge Advisors first reported a position in WDC in Q2 2017 and has held it in 16 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • NewEdge Advisors held 106,193 shares of Western Digital worth $67.8M as of Q2 2026.
  • NewEdge Advisors bought 6,645 Western Digital shares in Q2 2026, an estimated $3.23M.
  • Western Digital made up 0.2% of NewEdge Advisors's portfolio in Q2 2026, its #93 holding.
  • NewEdge Advisors first reported a position in Western Digital in Q2 2017 and has held it in 16 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.