SageView Advisory Group’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.11M Buy
1,734
+421
+32% +$205K 0.04% 234
2026
Q1
$355K Buy
1,313
+155
+13% +$40.5K 0.01% 426
2025
Q4
$199K Buy
+1,158
New +$176K 0.01% 602

Other funds holding WDC

SageView Advisory Group's WDC Position: Q2 2026 in Review

SageView Advisory Group increased its Western Digital (WDC) stake by 32% in Q2 2026, buying an estimated $205K and bringing the position to 1,734 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #234.

SageView Advisory Group first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • SageView Advisory Group held 1,734 shares of Western Digital worth $1.11M as of Q2 2026.
  • SageView Advisory Group bought 421 Western Digital shares in Q2 2026, an estimated $205K.
  • Western Digital made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #234 holding.
  • SageView Advisory Group first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.