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Soltis Investment Advisors’s Western Digital WDC Stock Holding History

Soltis Investment 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 		$2.03M Buy
3,174
+829
+35% +$403K 0.11% 163
2026
Q1 		$634K Buy
2,345
+802
+52% +$209K 0.04% 293
2025
Q4 		$266K Buy
+1,543
New +$234K 0.02% 427

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 $3.38T AUM 44.17% 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

Soltis Investment Advisors's WDC Position: Q2 2026 in Review

Soltis Investment Advisors increased its Western Digital (WDC) stake by 35% in Q2 2026, buying an estimated $403K and bringing the position to 3,174 shares worth $2.03M. The position accounts for 0.11% of the portfolio, ranked #163.

Soltis Investment Advisors first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Soltis Investment Advisors held 3,174 shares of Western Digital worth $2.03M as of Q2 2026.
  • Soltis Investment Advisors bought 829 Western Digital shares in Q2 2026, an estimated $403K.
  • Western Digital made up 0.11% of Soltis Investment Advisors's portfolio in Q2 2026, its #163 holding.
  • Soltis Investment Advisors first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.