Pacific Excel Wealth Advisors’s Western Digital WDC Stock Holding History

Pacific Excel 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	$438K	Buy	+685	New	+$333K	0.17%	113

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 $3.38T AUM 44.17% 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

Pacific Excel Wealth Advisors's WDC Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Western Digital (WDC) in Q2 2026: 685 shares worth $438K. The stake represents 0.17% of the portfolio and ranks #113 among its holdings.

1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Pacific Excel Wealth Advisors held 685 shares of Western Digital worth $438K as of Q2 2026.
Western Digital was a new Pacific Excel Wealth Advisors position in Q2 2026.
Western Digital made up 0.17% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #113 holding.
1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.