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Schubert & Co’s Western Digital WDC Stock Holding History

Schubert & Co’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 		$337K Buy
+527
New +$256K 0.23% 58
2023
Q2 		– Sell
-155
Closed -$4.41K – 1502
2023
Q1 		$4.41K Buy
155
+48
+45% +$1.41K ﹤0.01% 502
2022
Q4 		$2.56K Buy
107
+2
+2% +$53 ﹤0.01% 744
2022
Q3 		$3K Buy
105
+2
+2% +$66 ﹤0.01% 695
2022
Q2 		$3K Buy
103
+82
+390% +$3.29K ﹤0.01% 676
2022
Q1 		$1K Sell
21
-12
-36% -$493 ﹤0.01% 973
2021
Q4 		$2K Buy
+33
New +$1.43K ﹤0.01% 470

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

Schubert & Co's WDC Position: Q2 2026 in Review

Schubert & Co opened a new position in Western Digital (WDC) in Q2 2026: 527 shares worth $337K. The stake represents 0.23% of the portfolio and ranks #58 among its holdings. This is a return to the name: Schubert & Co previously reported a position in WDC as recently as Q1 2023.

Schubert & Co first reported a position in WDC in Q4 2021 and has held it in 7 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Schubert & Co held 527 shares of Western Digital worth $337K as of Q2 2026.
  • Western Digital was a new Schubert & Co position in Q2 2026.
  • Western Digital made up 0.23% of Schubert & Co's portfolio in Q2 2026, its #58 holding.
  • Schubert & Co first reported a position in Western Digital in Q4 2021 and has held it in 7 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Schubert & Co's 13F filing for Q2 2026, filed 30 Jul 2026.