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Sunrise Financial Services’s Western Digital WDC Stock Holding History

Sunrise Financial Services’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 		$9.58K Hold
15
– – 0.01% 238
2026
Q1 		$4.06K Hold
15
– – ﹤0.01% 303
2025
Q4 		$2.58K Buy
+15
New +$2.27K ﹤0.01% 326

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 $3.37T AUM 44.26% 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

Sunrise Financial Services's WDC Position: Q2 2026 in Review

Sunrise Financial Services held its Western Digital (WDC) position steady in Q2 2026 at 15 shares worth $9.58K. The position accounts for 0.01% of the portfolio, ranked #238.

Sunrise Financial Services first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. 1,845 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Sunrise Financial Services held 15 shares of Western Digital worth $9.58K as of Q2 2026.
  • Sunrise Financial Services left its Western Digital share count unchanged in Q2 2026.
  • Western Digital made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #238 holding.
  • Sunrise Financial Services first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
  • 1,845 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.