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OneAscent Financial Services’s Western Digital WDC Stock Holding History

OneAscent Financial Services’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 		$1.6M Sell
2,503
-1,308
-34% -$636K 0.08% 165
2026
Q1 		$1.03M Buy
+3,811
New +$995K 0.06% 213
2019
Q3 		– Sell
-9,994
Closed -$359K – 196
2019
Q2 		$359K Buy
+9,994
New +$343K 0.25% 89

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

OneAscent Financial Services's WDC Position: Q2 2026 in Review

OneAscent Financial Services reduced its Western Digital (WDC) stake by 34% in Q2 2026, selling an estimated $636K and leaving 2,503 shares worth $1.6M. The position accounts for 0.08% of the portfolio, ranked #165.

OneAscent Financial Services first reported a position in WDC in Q2 2019 and has held it in 3 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • OneAscent Financial Services held 2,503 shares of Western Digital worth $1.6M as of Q2 2026.
  • OneAscent Financial Services sold 1,308 Western Digital shares in Q2 2026, an estimated $636K.
  • Western Digital made up 0.08% of OneAscent Financial Services's portfolio in Q2 2026, its #165 holding.
  • OneAscent Financial Services first reported a position in Western Digital in Q2 2019 and has held it in 3 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.