Toth Financial Advisory’s Western Digital WDC Stock Holding History

Toth Financial Advisory’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	$6.39K	Buy	10 +6	+150%	+$2.92K	﹤0.01%	630
2026 Q1	$1.08K	Buy	+4	New	+$1.04K	﹤0.01%	803
2024 Q3	–	Sell	-15,691	Closed	-$899K	–	778
2024 Q2	$899K	Buy	+15,691	New	+$870K	0.11%	126
2023 Q2	–	Sell	-114	Closed	-$3.24K	–	900
2023 Q1	$3.24K	Buy	+114	New	+$3.34K	﹤0.01%	594
2022 Q1	–	Sell	-5,292	Closed	-$261K	–	812
2021 Q4	$261K	Buy	+5,292	New	+$230K	0.04%	188
2021 Q3	–	Sell	-15,545	Closed	-$836K	–	800
2021 Q2	$836K	Buy	15,545 +1,786	+13%	+$96.6K	0.13%	119
2021 Q1	$694K	Buy	+13,759	New	+$643K	0.11%	142
2019 Q2	–	Sell	-53	Closed	-$2K	–	480
2019 Q1	$2K	Sell	53 -609	-92%	-$20.8K	﹤0.01%	397
2018 Q4	$18K	Hold	662	–	–	﹤0.01%	251
2018 Q3	$29K	Hold	662	–	–	0.01%	236
2018 Q2	$39K	Hold	662	–	–	0.01%	220
2018 Q1	$46K	Hold	662	–	–	0.01%	218
2017 Q4	$40K	Buy	+662	New	+$42.6K	0.01%	226

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

Toth Financial Advisory's WDC Position: Q2 2026 in Review

Toth Financial Advisory increased its Western Digital (WDC) stake by 150% in Q2 2026, buying an estimated $2.92K and bringing the position to 10 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Toth Financial Advisory first reported a position in WDC in Q4 2017 and has held it in 13 quarters since. The position peaked at $899K in Q2 2024. 1,835 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Toth Financial Advisory held 10 shares of Western Digital worth $6.39K as of Q2 2026.
Toth Financial Advisory bought 6 Western Digital shares in Q2 2026, an estimated $2.92K.
Western Digital made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #630 holding.
Toth Financial Advisory first reported a position in Western Digital in Q4 2017 and has held it in 13 quarters since.
Toth Financial Advisory's Western Digital position peaked at $899K in Q2 2024.
1,835 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.