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Shepherd Financial Partners’s Western Digital WDC Stock Holding History

Shepherd Financial Partners’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 		$406K Buy
+636
New +$309K 0.03% 182

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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

Shepherd Financial Partners's WDC Position: Q2 2026 in Review

Shepherd Financial Partners opened a new position in Western Digital (WDC) in Q2 2026: 636 shares worth $406K. The stake represents 0.03% of the portfolio and ranks #182 among its holdings.

1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Shepherd Financial Partners held 636 shares of Western Digital worth $406K as of Q2 2026.
  • Western Digital was a new Shepherd Financial Partners position in Q2 2026.
  • Western Digital made up 0.03% of Shepherd Financial Partners's portfolio in Q2 2026, its #182 holding.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.