Syverson Strege & Co’s Western Digital WDC Stock Holding History

Syverson Strege & Co’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	$770K	Sell	1,206 -60	-5%	-$29.2K	0.17%	60
2026 Q1	$342K	Sell	1,266 -54	-4%	-$14.1K	0.08%	108
2025 Q4	$227K	Buy	+1,320	New	+$200K	0.05%	149
2023 Q2	–	Sell	-52	Closed	-$1.47K	–	621
2023 Q1	$1.47K	Buy	+52	New	+$1.52K	﹤0.01%	546
2021 Q4	–	Sell	-4	Closed	–	–	484
2021 Q3	$0	Buy	+4	New	+$190	﹤0.01%	476

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 $3.38T AUM 44.17% 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

Syverson Strege & Co's WDC Position: Q2 2026 in Review

Syverson Strege & Co reduced its Western Digital (WDC) stake by 4.7% in Q2 2026, selling an estimated $29.2K and leaving 1,206 shares worth $770K. The position accounts for 0.17% of the portfolio, ranked #60.

Syverson Strege & Co first reported a position in WDC in Q3 2021 and has held it in 5 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Syverson Strege & Co held 1,206 shares of Western Digital worth $770K as of Q2 2026.
Syverson Strege & Co sold 60 Western Digital shares in Q2 2026, an estimated $29.2K.
Western Digital made up 0.17% of Syverson Strege & Co's portfolio in Q2 2026, its #60 holding.
Syverson Strege & Co first reported a position in Western Digital in Q3 2021 and has held it in 5 quarters since.
1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.