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Synergy Investment Management’s Western Digital WDC Stock Holding History

Synergy Investment Management’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 		$41.1K Buy
89
+82
+1,171% +$39.9K 0.01% 409
2026
Q1 		$1.89K Buy
+7
New +$1.83K ﹤0.01% 697

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 $3.38T AUM 44.17% 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

Synergy Investment Management's WDC Position: Q2 2026 in Review

Synergy Investment Management increased its Western Digital (WDC) stake by 1,171% in Q2 2026, buying an estimated $39.9K and bringing the position to 89 shares worth $41.1K. The position accounts for 0.01% of the portfolio, ranked #409.

Synergy Investment Management first reported a position in WDC in Q1 2026 and has held it in 2 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Synergy Investment Management held 89 shares of Western Digital worth $41.1K as of Q2 2026.
  • Synergy Investment Management bought 82 Western Digital shares in Q2 2026, an estimated $39.9K.
  • Western Digital made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #409 holding.
  • Synergy Investment Management first reported a position in Western Digital in Q1 2026 and has held it in 2 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.