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OneDigital Investment Advisors’s Western Digital WDC Stock Holding History

OneDigital Investment Advisors’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 		$2.5M Buy
3,913
+904
+30% +$440K 0.02% 446
2026
Q1 		$814K Sell
3,009
-1,161
-28% -$303K 0.01% 756
2025
Q4 		$718K Buy
4,170
+416
+11% +$63.1K 0.01% 794
2025
Q3 		$451K Buy
3,754
+190
+5% +$15.5K ﹤0.01% 980
2025
Q2 		$228K Buy
+3,564
New +$170K ﹤0.01% 1319
2024
Q4 		– Sell
-4,849
Closed -$250K – 1525
2024
Q3 		$250K Buy
4,849
+420
+9% +$21.2K ﹤0.01% 1253
2024
Q2 		$254K Buy
+4,429
New +$246K ﹤0.01% 1183
2023
Q2 		– Sell
-10,648
Closed -$303K – 1053
2023
Q1 		$303K Buy
+10,648
New +$312K 0.01% 778
2019
Q2 		– Sell
-173
Closed -$6K – 1283
2019
Q1 		$6K Hold
173
– – ﹤0.01% 971
2018
Q4 		$5K Sell
173
-135
-44% -$4.78K ﹤0.01% 961
2018
Q3 		$14K Sell
308
-810
-72% -$41K ﹤0.01% 767
2018
Q2 		$65K Sell
1,118
-229
-17% -$14.6K 0.01% 432
2018
Q1 		$94K Buy
1,347
+297
+28% +$20K 0.02% 360
2017
Q4 		$63K Sell
1,050
-141
-12% -$9.08K 0.01% 446
2017
Q3 		$78K Sell
1,191
-300
-20% -$19.9K 0.03% 278
2017
Q2 		$83K Buy
+1,491
New +$99.1K 0.02% 355

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
TA
Trivest Advisors Hong Kong $3.18B AUM 588.53% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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

OneDigital Investment Advisors's WDC Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Western Digital (WDC) stake by 30% in Q2 2026, buying an estimated $440K and bringing the position to 3,913 shares worth $2.5M. The position accounts for 0.02% of the portfolio, ranked #446.

OneDigital Investment Advisors first reported a position in WDC in Q2 2017 and has held it in 16 quarters since. 1,146 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • OneDigital Investment Advisors held 3,913 shares of Western Digital worth $2.5M as of Q2 2026.
  • OneDigital Investment Advisors bought 904 Western Digital shares in Q2 2026, an estimated $440K.
  • Western Digital made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #446 holding.
  • OneDigital Investment Advisors first reported a position in Western Digital in Q2 2017 and has held it in 16 quarters since.
  • 1,146 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.