Strategy Asset Managers’s Western Digital WDC Stock Holding History

Strategy Asset Managers’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	$2.16M	Buy	3,381 +441	+15%	+$214K	0.32%	63
2026 Q1	$795K	Buy	+2,940	New	+$767K	0.13%	111
2025 Q1	–	Sell	-8,941	Closed	-$403K	–	269
2024 Q4	$403K	Sell	8,941 -1,160	-11%	-$58.3K	0.08%	157
2024 Q3	$521K	Buy	+10,101	New	+$510K	0.1%	147
2019 Q2	–	Sell	-188	Closed	-$7K	–	199
2019 Q1	$7K	Buy	+188	New	+$6.44K	﹤0.01%	199
2018 Q4	–	Sell	-4,686	Closed	-$207K	–	133
2018 Q3	$207K	Hold	4,686	–	–	0.04%	128
2018 Q2	$274K	Buy	+4,686	New	+$298K	0.06%	118
2018 Q1	–	Sell	-4,686	Closed	-$282K	–	142
2017 Q4	$282K	Sell	4,686 -172	-4%	-$11.1K	0.06%	123
2017 Q3	$317K	Buy	4,858 +29	+0.6%	+$1.92K	0.06%	117
2017 Q2	$323K	Sell	4,829 -1,323	-22%	-$87.9K	0.07%	115
2017 Q1	$384K	Hold	6,152	–	–	0.08%	106
2016 Q4	$368K	Buy	6,152 +331	+6%	+$15.3K	0.08%	107
2016 Q3	$257K	Buy	+5,821	New	+$219K	0.06%	117

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

Strategy Asset Managers's WDC Position: Q2 2026 in Review

Strategy Asset Managers increased its Western Digital (WDC) stake by 15% in Q2 2026, buying an estimated $214K and bringing the position to 3,381 shares worth $2.16M. The position accounts for 0.32% of the portfolio, ranked #63.

Strategy Asset Managers first reported a position in WDC in Q3 2016 and has held it in 13 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Strategy Asset Managers held 3,381 shares of Western Digital worth $2.16M as of Q2 2026.
Strategy Asset Managers bought 441 Western Digital shares in Q2 2026, an estimated $214K.
Western Digital made up 0.32% of Strategy Asset Managers's portfolio in Q2 2026, its #63 holding.
Strategy Asset Managers first reported a position in Western Digital in Q3 2016 and has held it in 13 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Strategy Asset Managers's 13F filing for Q2 2026, filed 14 Aug 2026.