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Strategic Investment Advisors’s Western Digital WDC Stock Holding History

Strategic 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 		$3.64M Buy
5,699
+3,009
+112% +$1.46M 0.22% 58
2026
Q1 		$727K Buy
2,690
+1,140
+74% +$298K 0.05% 178
2025
Q4 		$267K Buy
+1,550
New +$235K 0.02% 217

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

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

Strategic Investment Advisors increased its Western Digital (WDC) stake by 112% in Q2 2026, buying an estimated $1.46M and bringing the position to 5,699 shares worth $3.64M. The position accounts for 0.22% of the portfolio, ranked #58.

Strategic Investment Advisors first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. 1,852 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Strategic Investment Advisors held 5,699 shares of Western Digital worth $3.64M as of Q2 2026.
  • Strategic Investment Advisors bought 3,009 Western Digital shares in Q2 2026, an estimated $1.46M.
  • Western Digital made up 0.22% of Strategic Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • Strategic Investment Advisors first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
  • 1,852 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.