OWP
WDC icon

Obermeyer Wealth Partners’s Western Digital WDC Stock Holding History

Obermeyer Wealth Partners’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 		$739K Buy
1,157
+17
+1% +$8.27K 0.03% 139
2026
Q1 		$308K Buy
+1,140
New +$298K 0.01% 240
2013
Q3 		– Sell
-238
Closed -$11K – 279
2013
Q2 		$11K Buy
+238
New +$10.4K ﹤0.01% 265

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

Obermeyer Wealth Partners's WDC Position: Q2 2026 in Review

Obermeyer Wealth Partners increased its Western Digital (WDC) stake by 1.5% in Q2 2026, buying an estimated $8.27K and bringing the position to 1,157 shares worth $739K. The position accounts for 0.03% of the portfolio, ranked #139.

Obermeyer Wealth Partners first reported a position in WDC in Q2 2013 and has held it in 3 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Obermeyer Wealth Partners held 1,157 shares of Western Digital worth $739K as of Q2 2026.
  • Obermeyer Wealth Partners bought 17 Western Digital shares in Q2 2026, an estimated $8.27K.
  • Western Digital made up 0.03% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #139 holding.
  • Obermeyer Wealth Partners first reported a position in Western Digital in Q2 2013 and has held it in 3 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.