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Symphony Financial’s Western Digital WDC Stock Holding History

Symphony Financial’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 		$1.13M Sell
1,761
-486
-22% -$236K 0.12% 119
2026
Q1 		$602K Buy
2,247
+329
+17% +$85.9K 0.08% 147
2025
Q4 		$330K Sell
1,918
-1,654
-46% -$251K 0.04% 215
2025
Q3 		$424K Buy
+3,572
New +$292K 0.05% 179

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Symphony Financial's WDC Position: Q2 2026 in Review

Symphony Financial reduced its Western Digital (WDC) stake by 22% in Q2 2026, selling an estimated $236K and leaving 1,761 shares worth $1.13M. The position accounts for 0.12% of the portfolio, ranked #119.

Symphony Financial first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. 1,509 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Symphony Financial held 1,761 shares of Western Digital worth $1.13M as of Q2 2026.
  • Symphony Financial sold 486 Western Digital shares in Q2 2026, an estimated $236K.
  • Western Digital made up 0.12% of Symphony Financial's portfolio in Q2 2026, its #119 holding.
  • Symphony Financial first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
  • 1,509 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.