SOS
WDC icon

Silver Oak Securities’s Western Digital WDC Stock Holding History

Silver Oak Securities’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 		$1.66M Buy
2,598
+255
+11% +$124K 0.1% 196
2026
Q1 		$634K Buy
2,343
+227
+11% +$59.3K 0.05% 361
2025
Q4 		$373K Sell
2,116
-927
-30% -$141K 0.03% 552
2025
Q3 		$365K Buy
+3,043
New +$249K 0.03% 517
2025
Q1 		– Sell
-4,809
Closed -$217K – 717
2024
Q4 		$217K Buy
+4,809
New +$242K 0.02% 578

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

Silver Oak Securities's WDC Position: Q2 2026 in Review

Silver Oak Securities increased its Western Digital (WDC) stake by 11% in Q2 2026, buying an estimated $124K and bringing the position to 2,598 shares worth $1.66M. The position accounts for 0.1% of the portfolio, ranked #196.

Silver Oak Securities first reported a position in WDC in Q4 2024 and has held it in 5 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Silver Oak Securities held 2,598 shares of Western Digital worth $1.66M as of Q2 2026.
  • Silver Oak Securities bought 255 Western Digital shares in Q2 2026, an estimated $124K.
  • Western Digital made up 0.1% of Silver Oak Securities's portfolio in Q2 2026, its #196 holding.
  • Silver Oak Securities first reported a position in Western Digital in Q4 2024 and has held it in 5 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.