Sound View Wealth Advisors Group’s Western Digital WDC Stock Holding History

Sound View Wealth Advisors Group’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	$351K	Buy	+550	New	+$267K	0.02%	332

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

Sound View Wealth Advisors Group's WDC Position: Q2 2026 in Review

Sound View Wealth Advisors Group opened a new position in Western Digital (WDC) in Q2 2026: 550 shares worth $351K. The stake represents 0.02% of the portfolio and ranks #332 among its holdings.

1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Sound View Wealth Advisors Group held 550 shares of Western Digital worth $351K as of Q2 2026.
Western Digital was a new Sound View Wealth Advisors Group position in Q2 2026.
Western Digital made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #332 holding.
1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.