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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Advisor Group's WDC Position: Q2 2026 in Review

United Advisor Group opened a new position in Western Digital (WDC) in Q2 2026: 1,206 shares worth $770K. The stake represents 0.08% of the portfolio and ranks #249 among its holdings. This is a return to the name: United Advisor Group previously reported a position in WDC as recently as Q4 2025.

United Advisor Group first reported a position in WDC in Q4 2025 and has held it in 2 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • United Advisor Group held 1,206 shares of Western Digital worth $770K as of Q2 2026.
  • Western Digital was a new United Advisor Group position in Q2 2026.
  • Western Digital made up 0.08% of United Advisor Group's portfolio in Q2 2026, its #249 holding.
  • United Advisor Group first reported a position in Western Digital in Q4 2025 and has held it in 2 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.