SOA Wealth Advisors’s Western Digital WDC Stock Holding History

SOA Wealth 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	$6.91K	Sell	6,906 -4,234	-38%	-$2.06M	﹤0.01%	665
2026 Q1	$11.1K	Hold	11,140	–	–	﹤0.01%	580
2025 Q4	$11.1K	Hold	11,140	–	–	﹤0.01%	581
2025 Q3	$11.1K	Hold	11,140	–	–	﹤0.01%	595
2025 Q2	$11.1K	Buy	11,140 +1,972	+22%	+$93.9K	﹤0.01%	584
2025 Q1	$9.17K	Buy	+9,168	New	+$435K	﹤0.01%	571
2024 Q4	–	Sell	-728	Closed	-$37.6K	–	908
2024 Q3	$37.6K	Hold	728	–	–	0.01%	368
2024 Q2	$41.7K	Buy	728 +133	+22%	+$7.38K	0.01%	334
2024 Q1	$30.7K	Buy	+595	New	+$26.1K	0.01%	371
2021 Q3	–	Sell	-1	Closed	–	–	1003
2021 Q2	$0	Sell	1 -2	-67%	-$108	﹤0.01%	978
2021 Q1	$0	Buy	3 +2	+200%	+$94	﹤0.01%	937
2020 Q4	$0	Buy	+1	New	+$33	﹤0.01%	896

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

SOA Wealth Advisors's WDC Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Western Digital (WDC) stake by 38% in Q2 2026, selling an estimated $2.06M and leaving 6,906 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

SOA Wealth Advisors first reported a position in WDC in Q4 2020 and has held it in 12 quarters since. The position peaked at $41.7K in Q2 2024. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

SOA Wealth Advisors held 6,906 shares of Western Digital worth $6.91K as of Q2 2026.
SOA Wealth Advisors sold 4,234 Western Digital shares in Q2 2026, an estimated $2.06M.
Western Digital made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #665 holding.
SOA Wealth Advisors first reported a position in Western Digital in Q4 2020 and has held it in 12 quarters since.
SOA Wealth Advisors's Western Digital position peaked at $41.7K in Q2 2024.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.