Phoenix Financial’s Western Digital WDC Stock Holding History

Phoenix 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	$353K	Buy	+553	New	+$269K	﹤0.01%	396
2021 Q4	–	Sell	-617,034	Closed	-$26.3M	–	441
2021 Q3	$26.3M	Buy	617,034 +66,150	+12%	+$3.14M	0.46%	71
2021 Q2	$29.6M	Sell	550,884 -32,145	-6%	-$1.74M	0.56%	66
2021 Q1	$29.4M	Buy	583,029 +41,209	+8%	+$1.93M	0.66%	53
2020 Q4	$22.6M	Sell	541,820 -60,586	-10%	-$2.01M	0.61%	61
2020 Q3	$15.7M	Buy	602,406 +138,188	+30%	+$4.11M	0.66%	59
2020 Q2	$14.7M	Sell	464,218 -56,515	-11%	-$1.83M	0.62%	55
2020 Q1	$16M	Buy	+520,733	New	+$23.1M	0.81%	42

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

Phoenix Financial's WDC Position: Q2 2026 in Review

Phoenix Financial opened a new position in Western Digital (WDC) in Q2 2026: 553 shares worth $353K. The stake represents ﹤0.01% of the portfolio and ranks #396 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in WDC as recently as Q3 2021.

Phoenix Financial first reported a position in WDC in Q1 2020 and has held it in 8 quarters since. The position peaked at $29.6M in Q2 2021. 1,849 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Phoenix Financial held 553 shares of Western Digital worth $353K as of Q2 2026.
Western Digital was a new Phoenix Financial position in Q2 2026.
Western Digital made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #396 holding.
Phoenix Financial first reported a position in Western Digital in Q1 2020 and has held it in 8 quarters since.
Phoenix Financial's Western Digital position peaked at $29.6M in Q2 2021.
1,849 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.