TRUE Private Wealth Advisors’s Western Digital WDC Stock Holding History

TRUE Private Wealth 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	$2.94M	Buy	4,610 +1,788	+63%	+$869K	0.25%	60
2026 Q1	$764K	Buy	+2,822	New	+$737K	0.07%	136
2021 Q1	–	Sell	-818	Closed	-$34K	–	702
2020 Q4	$34K	Hold	818	–	–	0.01%	394
2020 Q3	$22K	Hold	818	–	–	﹤0.01%	407
2020 Q2	$27K	Sell	818 -1	-0.1%	-$32	﹤0.01%	388
2020 Q1	$25K	Sell	819 -1,564	-66%	-$69.3K	0.01%	357
2019 Q4	$114K	Buy	+2,383	New	+$99.4K	0.02%	274
2019 Q3	–	Sell	-2,519	Closed	-$91K	–	714
2019 Q2	$91K	Buy	+2,519	New	+$86.3K	0.02%	276
2018 Q4	–	Sell	-2,389	Closed	-$107K	–	907
2018 Q3	$107K	Buy	+2,389	New	+$121K	0.02%	347

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

TRUE Private Wealth Advisors's WDC Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its Western Digital (WDC) stake by 63% in Q2 2026, buying an estimated $869K and bringing the position to 4,610 shares worth $2.94M. The position accounts for 0.25% of the portfolio, ranked #60.

TRUE Private Wealth Advisors first reported a position in WDC in Q3 2018 and has held it in 9 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

TRUE Private Wealth Advisors held 4,610 shares of Western Digital worth $2.94M as of Q2 2026.
TRUE Private Wealth Advisors bought 1,788 Western Digital shares in Q2 2026, an estimated $869K.
Western Digital made up 0.25% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #60 holding.
TRUE Private Wealth Advisors first reported a position in Western Digital in Q3 2018 and has held it in 9 quarters since.
1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.