Portus Wealth Advisors’s Western Digital WDC Stock Holding History

Portus 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	–	Sell	-27	Closed	-$7.3K	–	529
2026 Q1	$7.3K	Buy	+27	New	+$7.05K	0.01%	147

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

Portus Wealth Advisors's WDC Position: Q2 2026 in Review

Portus Wealth Advisors sold out of Western Digital (WDC) in Q2 2026, closing a stake of 27 shares — an estimated $7.3K sold.

Portus Wealth Advisors first reported a position in WDC in Q1 2026 and held it in 1 quarter. The position peaked at $7.3K in Q1 2026. 1,845 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Portus Wealth Advisors reported no remaining Western Digital position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 27 Western Digital shares in Q2 2026, an estimated $7.3K.
Portus Wealth Advisors first reported a position in Western Digital in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Western Digital position peaked at $7.3K in Q1 2026.
1,845 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.