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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return