Realta Investment Advisors’s Western Digital WDC Stock Holding History

Realta 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	$330K	Buy	+517	New	+$251K	0.1%	168
2026 Q1	–	Sell	-1,514	Closed	-$261K	–	403
2025 Q4	$261K	Buy	+1,514	New	+$230K	0.09%	171
2024 Q3	–	Sell	-3,704	Closed	-$212K	–	773
2024 Q2	$212K	Buy	+3,704	New	+$205K	0.04%	381
2020 Q1	–	Sell	-971	Closed	-$37K	–	1393
2019 Q4	$37K	Buy	971 +8	+0.8%	+$334	0.01%	748
2019 Q3	$44K	Sell	963 -85	-8%	-$3.63K	0.01%	715
2019 Q2	$38K	Buy	1,048 +782	+294%	+$26.8K	0.01%	745
2019 Q1	$10K	Buy	+266	New	+$9.11K	﹤0.01%	912

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

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

Realta Investment Advisors opened a new position in Western Digital (WDC) in Q2 2026: 517 shares worth $330K. The stake represents 0.1% of the portfolio and ranks #168 among its holdings. This is a return to the name: Realta Investment Advisors previously reported a position in WDC as recently as Q4 2025.

Realta Investment Advisors first reported a position in WDC in Q1 2019 and has held it in 7 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Realta Investment Advisors held 517 shares of Western Digital worth $330K as of Q2 2026.
Western Digital was a new Realta Investment Advisors position in Q2 2026.
Western Digital made up 0.1% of Realta Investment Advisors's portfolio in Q2 2026, its #168 holding.
Realta Investment Advisors first reported a position in Western Digital in Q1 2019 and has held it in 7 quarters since.
1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.