NW
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NewEdge Wealth’s Western Digital WDC Stock Holding History

NewEdge Wealth’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 		$6.35M Sell
23,460
-7,937
-25% -$2.07M 0.08% 183
2025
Q4 		$5.41M Buy
31,397
+16,526
+111% +$2.51M 0.06% 218
2025
Q3 		$2.38M Sell
14,871
-1,110
-7% -$90.7K 0.03% 352
2025
Q2 		$1.19M Buy
15,981
+3,243
+25% +$154K 0.02% 490
2025
Q1 		$515K Sell
12,738
-30,212
-70% -$1.43M 0.01% 642
2024
Q4 		$1.94M Buy
42,950
+6,868
+19% +$345K 0.03% 365
2024
Q3 		$1.86M Buy
+36,082
New +$1.82M 0.03% 363
2022
Q3 		– Sell
-7,987
Closed -$271K – 606
2022
Q2 		$271K Buy
+7,987
New +$321K 0.01% 484

Other funds holding WDC

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return