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Nvest Wealth Strategies’s Western Digital WDC Stock Holding History

Nvest Wealth Strategies’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 		$2.56K Hold
4
– – ﹤0.01% 180
2026
Q1 		$1.08K Buy
+4
New +$1.04K ﹤0.01% 215

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nvest Wealth Strategies's WDC Position: Q2 2026 in Review

Nvest Wealth Strategies held its Western Digital (WDC) position steady in Q2 2026 at 4 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #180.

Nvest Wealth Strategies first reported a position in WDC in Q1 2026 and has held it in 2 quarters since. 1,063 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Nvest Wealth Strategies held 4 shares of Western Digital worth $2.56K as of Q2 2026.
  • Nvest Wealth Strategies left its Western Digital share count unchanged in Q2 2026.
  • Western Digital made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #180 holding.
  • Nvest Wealth Strategies first reported a position in Western Digital in Q1 2026 and has held it in 2 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.