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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
Q2 		$14.5M Sell
22,648
-812
-3% -$395K 0.14% 110
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 $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 Wealth's WDC Position: Q2 2026 in Review

NewEdge Wealth reduced its Western Digital (WDC) stake by 3.5% in Q2 2026, selling an estimated $395K and leaving 22,648 shares worth $14.5M. The position accounts for 0.14% of the portfolio, ranked #110.

NewEdge Wealth first reported a position in WDC in Q2 2022 and has held it in 9 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • NewEdge Wealth held 22,648 shares of Western Digital worth $14.5M as of Q2 2026.
  • NewEdge Wealth sold 812 Western Digital shares in Q2 2026, an estimated $395K.
  • Western Digital made up 0.14% of NewEdge Wealth's portfolio in Q2 2026, its #110 holding.
  • NewEdge Wealth first reported a position in Western Digital in Q2 2022 and has held it in 9 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.