Optimize Financial’s Western Digital WDC Stock Holding History

Optimize Financial’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	$7.27M	Sell	11,387 -39	-0.3%	-$19K	2.61%	6
2026 Q1	$3.09M	Buy	+11,426	New	+$2.98M	1.52%	5

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Optimize Financial's WDC Position: Q2 2026 in Review

Optimize Financial reduced its Western Digital (WDC) stake by 0.34% in Q2 2026, selling an estimated $19K and leaving 11,387 shares worth $7.27M. The position accounts for 2.61% of the portfolio, ranked #6.

Optimize Financial first reported a position in WDC in Q1 2026 and has held it in 2 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Optimize Financial held 11,387 shares of Western Digital worth $7.27M as of Q2 2026.
Optimize Financial sold 39 Western Digital shares in Q2 2026, an estimated $19K.
Western Digital made up 2.61% of Optimize Financial's portfolio in Q2 2026, its #6 holding.
Optimize Financial first reported a position in Western Digital in Q1 2026 and has held it in 2 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.