SWA
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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
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 – 909
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 – – 1006
2021
Q2 		$0 Sell
1
-2
-67% -$108 ﹤0.01% 981
2021
Q1 		$0 Buy
3
+2
+200% +$94 ﹤0.01% 940
2020
Q4 		$0 Buy
+1
New +$33 ﹤0.01% 899

Other funds holding WDC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return