Phillips Financial Management’s Western Digital WDC Stock Holding History

Phillips Financial Management’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	$353K	Buy	+553	New	+$269K	0.03%	158

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

Phillips Financial Management's WDC Position: Q2 2026 in Review

Phillips Financial Management opened a new position in Western Digital (WDC) in Q2 2026: 553 shares worth $353K. The stake represents 0.03% of the portfolio and ranks #158 among its holdings.

1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Phillips Financial Management held 553 shares of Western Digital worth $353K as of Q2 2026.
Western Digital was a new Phillips Financial Management position in Q2 2026.
Western Digital made up 0.03% of Phillips Financial Management's portfolio in Q2 2026, its #158 holding.
1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.