UAG
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United Advisor Group’s Western Digital WDC Stock Holding History

United Advisor Group’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
Q3 		– Sell
-1,206
Closed -$770K – 603
2026
Q2 		$770K Buy
+1,206
New +$586K 0.08% 249
2026
Q1 		– Sell
-1,628
Closed -$280K – 537
2025
Q4 		$280K Buy
+1,628
New +$247K 0.04% 392

Other funds holding WDC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

United Advisor Group's WDC Position: Q3 2026 in Review

United Advisor Group sold out of Western Digital (WDC) in Q3 2026, closing a stake of 1,206 shares — an estimated $770K sold.

United Advisor Group first reported a position in WDC in Q4 2025 and held it in 2 quarters. The position peaked at $770K in Q2 2026. 1,297 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • United Advisor Group reported no remaining Western Digital position as of Q3 2026 after selling out during the quarter.
  • United Advisor Group sold 1,206 Western Digital shares in Q3 2026, an estimated $770K.
  • United Advisor Group first reported a position in Western Digital in Q4 2025 and held it in 2 quarters.
  • United Advisor Group's Western Digital position peaked at $770K in Q2 2026.
  • 1,297 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.