Stratos Wealth Partners’s Western Digital WDC Stock Holding History

Stratos 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	$3.16M	Buy	4,953 +468	+10%	+$228K	0.03%	462
2026 Q1	$1.21M	Buy	4,485 +1,893	+73%	+$494K	0.01%	727
2025 Q4	$447K	Sell	2,592 -1,311	-34%	-$199K	0.01%	1094
2025 Q3	$469K	Buy	+3,903	New	+$319K	0.01%	1042
2022 Q2	–	Sell	-5,350	Closed	-$201K	–	1309
2022 Q1	$201K	Sell	5,350 -13,134	-71%	-$539K	﹤0.01%	1178
2021 Q4	$911K	Buy	18,484 +9,689	+110%	+$421K	0.02%	583
2021 Q3	$375K	Buy	+8,795	New	+$418K	0.01%	869
2018 Q4	–	Sell	-4,383	Closed	-$194K	–	2494
2018 Q3	$194K	Buy	4,383 +48	+1%	+$2.43K	0.01%	848
2018 Q2	$254K	Buy	4,335 +703	+19%	+$44.7K	0.01%	818
2018 Q1	$253K	Sell	3,632 -793	-18%	-$53.4K	0.01%	805
2017 Q4	$266K	Buy	4,425 +201	+5%	+$12.9K	0.01%	753
2017 Q3	$276K	Buy	+4,224	New	+$280K	0.01%	726

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

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

Stratos Wealth Partners increased its Western Digital (WDC) stake by 10% in Q2 2026, buying an estimated $228K and bringing the position to 4,953 shares worth $3.16M. The position accounts for 0.03% of the portfolio, ranked #462.

Stratos Wealth Partners first reported a position in WDC in Q3 2017 and has held it in 12 quarters since. 1,849 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Stratos Wealth Partners held 4,953 shares of Western Digital worth $3.16M as of Q2 2026.
Stratos Wealth Partners bought 468 Western Digital shares in Q2 2026, an estimated $228K.
Western Digital made up 0.03% of Stratos Wealth Partners's portfolio in Q2 2026, its #462 holding.
Stratos Wealth Partners first reported a position in Western Digital in Q3 2017 and has held it in 12 quarters since.
1,849 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.