Tradition Wealth Management’s Western Digital WDC Stock Holding History

Tradition Wealth 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	$203K	Buy	+318	New	+$155K	0.01%	503
2023 Q4	–	Sell	-111	Closed	-$4K	–	1377
2023 Q3	$4K	Hold	111	–	–	﹤0.01%	1266
2023 Q2	$3K	Hold	111	–	–	﹤0.01%	1366
2023 Q1	$3K	Sell	111 -7	-6%	-$205	﹤0.01%	1272
2022 Q4	$3K	Hold	118	–	–	﹤0.01%	1138
2022 Q3	$3K	Buy	118 +7	+6%	+$232	﹤0.01%	1172
2022 Q2	$4K	Buy	+111	New	+$4.46K	﹤0.01%	1012

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

Tradition Wealth Management's WDC Position: Q2 2026 in Review

Tradition Wealth Management opened a new position in Western Digital (WDC) in Q2 2026: 318 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #503 among its holdings. This is a return to the name: Tradition Wealth Management previously reported a position in WDC as recently as Q3 2023.

Tradition Wealth Management first reported a position in WDC in Q2 2022 and has held it in 7 quarters since. 1,850 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Tradition Wealth Management held 318 shares of Western Digital worth $203K as of Q2 2026.
Western Digital was a new Tradition Wealth Management position in Q2 2026.
Western Digital made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #503 holding.
Tradition Wealth Management first reported a position in Western Digital in Q2 2022 and has held it in 7 quarters since.
1,850 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.