Sequoia Financial Advisors’s Western Digital WDC Stock Holding History

Sequoia Financial 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	$11M	Buy	17,263 +579	+3%	+$282K	0.05%	204
2026 Q1	$4.51M	Buy	16,684 +3,035	+22%	+$792K	0.03%	344
2025 Q4	$2.35M	Buy	13,649 +6,694	+96%	+$1.02M	0.01%	524
2025 Q3	$835K	Buy	6,955 +1,388	+25%	+$113K	0.01%	878
2025 Q2	$356K	Buy	+5,567	New	+$265K	﹤0.01%	1172
2025 Q1	–	Sell	-7,431	Closed	-$335K	–	1476
2024 Q4	$335K	Sell	7,431 -1,973	-21%	-$99.2K	﹤0.01%	980
2024 Q3	$485K	Buy	9,404 +4,248	+82%	+$215K	0.01%	758
2024 Q2	$295K	Buy	5,156 +573	+13%	+$31.8K	﹤0.01%	899
2024 Q1	$236K	Buy	+4,583	New	+$201K	﹤0.01%	975
2015 Q1	–	Sell	-2,576	Closed	-$216K	–	191
2014 Q4	$216K	Buy	+2,576	New	+$194K	0.15%	142

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 $3.37T AUM 44.26% 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

Sequoia Financial Advisors's WDC Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Western Digital (WDC) stake by 3.5% in Q2 2026, buying an estimated $282K and bringing the position to 17,263 shares worth $11M. The position accounts for 0.05% of the portfolio, ranked #204.

Sequoia Financial Advisors first reported a position in WDC in Q4 2014 and has held it in 10 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Sequoia Financial Advisors held 17,263 shares of Western Digital worth $11M as of Q2 2026.
Sequoia Financial Advisors bought 579 Western Digital shares in Q2 2026, an estimated $282K.
Western Digital made up 0.05% of Sequoia Financial Advisors's portfolio in Q2 2026, its #204 holding.
Sequoia Financial Advisors first reported a position in Western Digital in Q4 2014 and has held it in 10 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.