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Opal Wealth Advisors’s Western Digital WDC Stock Holding History

Opal Wealth 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 		– Sell
-469
Closed -$127K – 583
2026
Q1 		$127K Buy
+469
New +$122K 0.03% 249
2024
Q3 		– Sell
-44
Closed -$2.5K – 1164
2024
Q2 		$2.5K Hold
44
– – ﹤0.01% 932
2024
Q1 		$2.25K Buy
+44
New +$1.93K ﹤0.01% 292

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

Opal Wealth Advisors's WDC Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Western Digital (WDC) in Q2 2026, closing a stake of 469 shares — an estimated $127K sold.

Opal Wealth Advisors first reported a position in WDC in Q1 2024 and held it in 3 quarters. The position peaked at $127K in Q1 2026. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Western Digital position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 469 Western Digital shares in Q2 2026, an estimated $127K.
  • Opal Wealth Advisors first reported a position in Western Digital in Q1 2024 and held it in 3 quarters.
  • Opal Wealth Advisors's Western Digital position peaked at $127K in Q1 2026.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.