Sequoia Financial Advisors
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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
Q3 		$7M Sell
15,396
-1,867
-11% -$908K 0.03% 285
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Sequoia Financial Advisors's WDC Position: Q3 2026 in Review

Sequoia Financial Advisors reduced its Western Digital (WDC) stake by 11% in Q3 2026, selling an estimated $908K and leaving 15,396 shares worth $7M. The position accounts for 0.03% of the portfolio, ranked #285.

Sequoia Financial Advisors first reported a position in WDC in Q4 2014 and has held it in 11 quarters since. The position peaked at $11M in Q2 2026. 1,447 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Sequoia Financial Advisors held 15,396 shares of Western Digital worth $7M as of Q3 2026.
  • Sequoia Financial Advisors sold 1,867 Western Digital shares in Q3 2026, an estimated $908K.
  • Western Digital made up 0.03% of Sequoia Financial Advisors's portfolio in Q3 2026, its #285 holding.
  • Sequoia Financial Advisors first reported a position in Western Digital in Q4 2014 and has held it in 11 quarters since.
  • Sequoia Financial Advisors's Western Digital position peaked at $11M in Q2 2026.
  • 1,447 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Sequoia Financial Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.