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Stephens Consulting’s Western Digital WDC Stock Holding History

Stephens Consulting’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
2025
Q4 		$517 Buy
+3
New +$455 ﹤0.01% 429
2025
Q3 		– Sell
-23
Closed -$1.47K – 1166
2025
Q2 		$1.47K Buy
+23
New +$1.09K ﹤0.01% 572
2022
Q1 		– Sell
-382
Closed -$18.8K – 693
2021
Q4 		$18.8K Buy
+382
New +$16.6K 0.02% 304

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stephens Consulting's WDC Position: Q4 2025 in Review

Stephens Consulting opened a new position in Western Digital (WDC) in Q4 2025: 3 shares worth $517. The stake represents ﹤0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in WDC as recently as Q2 2025.

Stephens Consulting first reported a position in WDC in Q4 2021 and has held it in 3 quarters since. The position peaked at $18.8K in Q4 2021. 1,170 funds tracked by Wall St. Rank hold WDC as of Q4 2025.

  • Stephens Consulting held 3 shares of Western Digital worth $517 as of Q4 2025.
  • Western Digital was a new Stephens Consulting position in Q4 2025.
  • Western Digital made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #429 holding.
  • Stephens Consulting first reported a position in Western Digital in Q4 2021 and has held it in 3 quarters since.
  • Stephens Consulting's Western Digital position peaked at $18.8K in Q4 2021.
  • 1,170 funds tracked by Wall St. Rank held Western Digital as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.