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Perennial Investment Advisors’s Western Digital WDC Stock Holding History

Perennial 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 		$2.11M Sell
3,310
-21
-0.6% -$10.2K 0.14% 134
2026
Q1 		$901K Buy
3,331
+169
+5% +$44.1K 0.07% 204
2025
Q4 		$545K Buy
3,162
+162
+5% +$24.6K 0.04% 271
2025
Q3 		$360K Sell
3,000
-172
-5% -$14.1K 0.03% 323
2025
Q2 		$203K Buy
+3,172
New +$151K 0.02% 446

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

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

Perennial Investment Advisors reduced its Western Digital (WDC) stake by 0.63% in Q2 2026, selling an estimated $10.2K and leaving 3,310 shares worth $2.11M. The position accounts for 0.14% of the portfolio, ranked #134.

Perennial Investment Advisors first reported a position in WDC in Q2 2025 and has held it in 5 quarters since. 1,849 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Perennial Investment Advisors held 3,310 shares of Western Digital worth $2.11M as of Q2 2026.
  • Perennial Investment Advisors sold 21 Western Digital shares in Q2 2026, an estimated $10.2K.
  • Western Digital made up 0.14% of Perennial Investment Advisors's portfolio in Q2 2026, its #134 holding.
  • Perennial Investment Advisors first reported a position in Western Digital in Q2 2025 and has held it in 5 quarters since.
  • 1,849 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.