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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Opal Wealth Advisors's WDC Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Western Digital (WDC) in Q1 2026: 469 shares worth $127K. The stake represents 0.03% of the portfolio and ranks #249 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in WDC as recently as Q2 2024.

Opal Wealth Advisors first reported a position in WDC in Q1 2024 and has held it in 3 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Opal Wealth Advisors held 469 shares of Western Digital worth $127K as of Q1 2026.
  • Western Digital was a new Opal Wealth Advisors position in Q1 2026.
  • Western Digital made up 0.03% of Opal Wealth Advisors's portfolio in Q1 2026, its #249 holding.
  • Opal Wealth Advisors first reported a position in Western Digital in Q1 2024 and has held it in 3 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.