Transamerica Financial Advisors’s Western Digital WDC Stock Holding History

Transamerica Financial Advisors’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	$478K	Sell	747 -655	-47%	-$318K	0.04%	298
2026 Q1	$379K	Buy	1,402 +1,094	+355%	+$286K	0.03%	311
2025 Q4	$53.1K	Buy	308 +134	+77%	+$20.3K	﹤0.01%	540
2025 Q3	$20.8K	Buy	+174	New	+$14.2K	﹤0.01%	599
2024 Q3	–	Sell	-1	Closed	-$1K	–	666
2024 Q2	$1K	Hold	1	–	–	﹤0.01%	546
2024 Q1	$1K	Buy	+1	New	+$44	﹤0.01%	593
2019 Q3	–	Sell	-140	Closed	-$6K	–	523
2019 Q2	$6K	Buy	+140	New	+$4.8K	﹤0.01%	333
2019 Q1	–	Sell	-205	Closed	-$6K	–	459
2018 Q4	$6K	Buy	205 +13	+7%	+$461	﹤0.01%	314
2018 Q3	$9K	Buy	192 +187	+3,740%	+$9.47K	﹤0.01%	301
2018 Q2	$1K	Buy	+5	New	+$318	﹤0.01%	477
2015 Q3	–	Sell	-1	Closed	-$1K	–	922
2015 Q2	$1K	Hold	1	–	–	﹤0.01%	864
2015 Q1	$1K	Hold	1	–	–	﹤0.01%	863
2014 Q4	$1K	Buy	+1	New	+$76	﹤0.01%	705

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

Transamerica Financial Advisors's WDC Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Western Digital (WDC) stake by 47% in Q2 2026, selling an estimated $318K and leaving 747 shares worth $478K. The position accounts for 0.04% of the portfolio, ranked #298.

Transamerica Financial Advisors first reported a position in WDC in Q4 2014 and has held it in 13 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Transamerica Financial Advisors held 747 shares of Western Digital worth $478K as of Q2 2026.
Transamerica Financial Advisors sold 655 Western Digital shares in Q2 2026, an estimated $318K.
Western Digital made up 0.04% of Transamerica Financial Advisors's portfolio in Q2 2026, its #298 holding.
Transamerica Financial Advisors first reported a position in Western Digital in Q4 2014 and has held it in 13 quarters since.
1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.