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Roehl & Yi Investment Advisors’s Western Digital WDC Stock Holding History

Roehl & Yi 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 		$6.16M Sell
9,643
-3,275
-25% -$1.59M 2.03% 9
2026
Q1 		$3.49M Buy
+12,918
New +$3.37M 1.31% 22

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

Roehl & Yi Investment Advisors's WDC Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Western Digital (WDC) stake by 25% in Q2 2026, selling an estimated $1.59M and leaving 9,643 shares worth $6.16M. The position accounts for 2.03% of the portfolio, ranked #9.

Roehl & Yi Investment Advisors first reported a position in WDC in Q1 2026 and has held it in 2 quarters since. 1,842 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Roehl & Yi Investment Advisors held 9,643 shares of Western Digital worth $6.16M as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 3,275 Western Digital shares in Q2 2026, an estimated $1.59M.
  • Western Digital made up 2.03% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Roehl & Yi Investment Advisors first reported a position in Western Digital in Q1 2026 and has held it in 2 quarters since.
  • 1,842 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

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