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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
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 $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Soltis Investment Advisors's WDC Position: Q1 2026 in Review

Soltis Investment Advisors increased its Western Digital (WDC) stake by 52% in Q1 2026, buying an estimated $209K and bringing the position to 2,345 shares worth $634K. The position accounts for 0.04% of the portfolio, ranked #293.

Soltis Investment Advisors first reported a position in WDC in Q4 2025 and has held it in 2 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Soltis Investment Advisors held 2,345 shares of Western Digital worth $634K as of Q1 2026.
  • Soltis Investment Advisors bought 802 Western Digital shares in Q1 2026, an estimated $209K.
  • Western Digital made up 0.04% of Soltis Investment Advisors's portfolio in Q1 2026, its #293 holding.
  • Soltis Investment Advisors first reported a position in Western Digital in Q4 2025 and has held it in 2 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.