Strategic Wealth Partners’s Western Digital WDC Stock Holding History

Strategic Wealth Partners’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	$42.8K	Hold	67	–	–	﹤0.01%	562
2026 Q1	$18.1K	Hold	67	–	–	﹤0.01%	735
2025 Q4	$11.5K	Buy	67 +61	+1,017%	+$9.25K	﹤0.01%	848
2025 Q3	$720	Hold	6	–	–	﹤0.01%	1234
2025 Q2	$384	Buy	+6	New	+$286	﹤0.01%	1090
2021 Q4	–	Sell	-15,458	Closed	-$659K	–	305
2021 Q3	$659K	Buy	15,458 +6,214	+67%	+$295K	0.19%	141
2021 Q2	$497K	Buy	9,244 +443	+5%	+$24K	0.16%	154
2021 Q1	$444K	Buy	8,801 +2,238	+34%	+$105K	0.18%	128
2020 Q4	$275K	Buy	+6,563	New	+$218K	0.12%	154
2020 Q2	–	Sell	-16,187	Closed	-$777K	–	170
2020 Q1	$777K	Hold	16,187	–	–	0.4%	73
2019 Q4	$777K	Buy	16,187 +1,172	+8%	+$48.9K	0.4%	73
2019 Q3	$664	Buy	+15,015	New	+$641K	﹤0.01%	218

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

Strategic Wealth Partners's WDC Position: Q2 2026 in Review

Strategic Wealth Partners held its Western Digital (WDC) position steady in Q2 2026 at 67 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Strategic Wealth Partners first reported a position in WDC in Q3 2019 and has held it in 12 quarters since. The position peaked at $777K in Q1 2020. 1,849 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Strategic Wealth Partners held 67 shares of Western Digital worth $42.8K as of Q2 2026.
Strategic Wealth Partners left its Western Digital share count unchanged in Q2 2026.
Western Digital made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #562 holding.
Strategic Wealth Partners first reported a position in Western Digital in Q3 2019 and has held it in 12 quarters since.
Strategic Wealth Partners's Western Digital position peaked at $777K in Q1 2020.
1,849 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.