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Safeguard Investment Advisory Group’s Western Digital WDC Stock Holding History

Safeguard Investment Advisory Group’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 		$1.65M Hold
2,580
– – 0.38% 32
2026
Q1 		$698K Sell
2,580
-1
-0% -$261 0.19% 55
2025
Q4 		$445K Sell
2,581
-2,190
-46% -$332K 0.11% 77
2025
Q3 		$573K Sell
4,771
-111
-2% -$9.07K 0.14% 71
2025
Q2 		$312K Buy
+4,882
New +$232K 0.08% 102
2024
Q4 		– Sell
-4,341
Closed -$224K – 127
2024
Q3 		$224K Sell
4,341
-763
-15% -$38.6K 0.06% 97
2024
Q2 		$292K Sell
5,104
-577
-10% -$32K 0.09% 75
2024
Q1 		$293K Sell
5,681
-1,507
-21% -$66K 0.1% 75
2023
Q4 		$284K Sell
7,188
-652
-8% -$22.8K 0.11% 74
2023
Q3 		$270K Sell
7,840
-463
-6% -$14.6K 0.12% 72
2023
Q2 		$238K Sell
8,303
-323
-4% -$8.98K 0.1% 88
2023
Q1 		$246K Sell
8,626
-888
-9% -$26.1K 0.12% 82
2022
Q4 		$227K Sell
9,514
-165
-2% -$4.35K 0.14% 85
2022
Q3 		$238K Sell
9,679
-488
-5% -$16.2K 0.16% 80
2022
Q2 		$381K Hold
10,167
– – 0.23% 61
2022
Q1 		$381K Sell
10,167
-119
-1% -$4.88K 0.26% 53
2021
Q4 		$507K Sell
10,286
-461
-4% -$20K 0.3% 49
2021
Q3 		$458K Sell
10,747
-894
-8% -$42.5K 0.3% 51
2021
Q2 		$626K Sell
11,641
-1,057
-8% -$57.2K 0.45% 42
2021
Q1 		$640K Sell
12,698
-5,414
-30% -$253K 0.57% 32
2020
Q4 		$758K Buy
+18,112
New +$601K 0.67% 30

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

Safeguard Investment Advisory Group's WDC Position: Q2 2026 in Review

Safeguard Investment Advisory Group held its Western Digital (WDC) position steady in Q2 2026 at 2,580 shares worth $1.65M. The position accounts for 0.38% of the portfolio, ranked #32.

Safeguard Investment Advisory Group first reported a position in WDC in Q4 2020 and has held it in 21 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Safeguard Investment Advisory Group held 2,580 shares of Western Digital worth $1.65M as of Q2 2026.
  • Safeguard Investment Advisory Group left its Western Digital share count unchanged in Q2 2026.
  • Western Digital made up 0.38% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #32 holding.
  • Safeguard Investment Advisory Group first reported a position in Western Digital in Q4 2020 and has held it in 21 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.