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Spire Wealth Management’s Western Digital WDC Stock Holding History

Spire Wealth Management’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 		$8.66M Sell
13,574
-1,541
-10% -$749K 0.26% 87
2026
Q1 		$4.09M Buy
15,115
+12,070
+396% +$3.15M 0.14% 148
2025
Q4 		$525K Buy
3,045
+997
+49% +$151K 0.02% 535
2025
Q3 		$246K Buy
2,048
+1,719
+522% +$140K 0.01% 727
2025
Q2 		$21.1K Buy
329
+97
+42% +$4.62K ﹤0.01% 1505
2025
Q1 		$9.38K Sell
232
-66
-22% -$3.13K ﹤0.01% 1852
2024
Q4 		$13.4K Sell
298
-262
-47% -$13.2K ﹤0.01% 1759
2024
Q3 		$28.9K Sell
560
-8
-1% -$404 ﹤0.01% 1323
2024
Q2 		$32.5K Buy
568
+81
+17% +$4.49K ﹤0.01% 1261
2024
Q1 		$25.1K Sell
487
-89
-15% -$3.9K ﹤0.01% 1435
2023
Q4 		$23.9K Sell
576
-306
-35% -$10.7K ﹤0.01% 1472
2023
Q3 		$30.5K Buy
882
+27
+3% +$852 ﹤0.01% 1355
2023
Q2 		$24.5K Buy
855
+119
+16% +$3.31K ﹤0.01% 1500
2023
Q1 		$21K Buy
736
+239
+48% +$7.01K ﹤0.01% 1598
2022
Q4 		$12K Buy
497
+88
+22% +$2.32K ﹤0.01% 1556
2022
Q3 		$10K Sell
409
-4,854
-92% -$161K ﹤0.01% 1580
2022
Q2 		$178K Buy
5,263
+5,028
+2,140% +$202K 0.01% 814
2022
Q1 		$9K Sell
235
-2,901
-93% -$119K ﹤0.01% 2078
2021
Q4 		$155K Buy
3,136
+2,643
+536% +$115K ﹤0.01% 1214
2021
Q3 		$21K Buy
493
+132
+37% +$6.27K ﹤0.01% 1843
2021
Q2 		$19K Sell
361
-839
-70% -$45.4K ﹤0.01% 1901
2021
Q1 		$61K Buy
+1,200
New +$56.1K ﹤0.01% 1629

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 $3.37T AUM 44.26% 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

Spire Wealth Management's WDC Position: Q2 2026 in Review

Spire Wealth Management reduced its Western Digital (WDC) stake by 10% in Q2 2026, selling an estimated $749K and leaving 13,574 shares worth $8.66M. The position accounts for 0.26% of the portfolio, ranked #87.

Spire Wealth Management first reported a position in WDC in Q1 2021 and has held it in 22 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Spire Wealth Management held 13,574 shares of Western Digital worth $8.66M as of Q2 2026.
  • Spire Wealth Management sold 1,541 Western Digital shares in Q2 2026, an estimated $749K.
  • Western Digital made up 0.26% of Spire Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Spire Wealth Management first reported a position in Western Digital in Q1 2021 and has held it in 22 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.