United Capital Financial Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.55M | Buy |
13,385
+128
| +1% | +$62.2K | 0.05% | 280 |
|
|
2026
Q1 | $3.59M | Buy |
13,257
+930
| +8% | +$243K | 0.02% | 435 |
|
|
2025
Q4 | $2.12M | Sell |
12,327
-186
| -1% | -$28.2K | 0.01% | 525 |
|
|
2025
Q3 | $1.5M | Buy |
12,513
+614
| +5% | +$50.2K | 0.01% | 532 |
|
|
2025
Q2 | $761K | Buy |
11,899
+4,440
| +60% | +$211K | 0.01% | 670 |
|
|
2025
Q1 | $302K | Sell |
7,459
-1,856
| -20% | -$88K | ﹤0.01% | 888 |
|
|
2024
Q4 | $420K | Sell |
9,315
-426
| -4% | -$21.4K | ﹤0.01% | 782 |
|
|
2024
Q3 | $503K | Sell |
9,741
-76
| -0.8% | -$3.84K | ﹤0.01% | 724 |
|
|
2024
Q2 | $562K | Buy |
9,817
+63
| +0.6% | +$3.49K | ﹤0.01% | 678 |
|
|
2024
Q1 | $503K | Sell |
9,754
-10
| -0.1% | -$438 | ﹤0.01% | 734 |
|
|
2023
Q4 | $386K | Buy |
+9,764
| New | +$342K | ﹤0.01% | 794 |
|
|
2022
Q4 | – | Sell |
-12,778
| Closed | -$314K | – | 1115 |
|
|
2022
Q3 | $314K | Sell |
12,778
-2,779
| -18% | -$92.3K | ﹤0.01% | 897 |
|
|
2022
Q2 | $527K | Sell |
15,557
-2,438
| -14% | -$97.9K | ﹤0.01% | 781 |
|
|
2022
Q1 | $675K | Sell |
17,995
-3,518
| -16% | -$144K | ﹤0.01% | 767 |
|
|
2021
Q4 | $1.06M | Sell |
21,513
-2,814
| -12% | -$122K | ﹤0.01% | 662 |
|
|
2021
Q3 | $1.04M | Sell |
24,327
-9,552
| -28% | -$454K | 0.01% | 670 |
|
|
2021
Q2 | $1.82M | Sell |
33,879
-4,424
| -12% | -$239K | 0.01% | 560 |
|
|
2021
Q1 | $1.93M | Sell |
38,303
-79,449
| -67% | -$3.71M | 0.01% | 515 |
|
|
2020
Q4 | $4.93M | Sell |
117,752
-18,899
| -14% | -$627K | 0.03% | 356 |
|
|
2020
Q3 | $3.77M | Sell |
136,651
-11,282
| -8% | -$335K | 0.02% | 383 |
|
|
2020
Q2 | $4.94M | Buy |
147,933
+8,061
| +6% | +$261K | 0.04% | 363 |
|
|
2020
Q1 | $4.4M | Buy |
139,872
+9,309
| +7% | +$412K | 0.04% | 357 |
|
|
2019
Q4 | $6.26M | Buy |
130,563
+1,425
| +1% | +$59.4K | 0.04% | 383 |
|
|
2019
Q3 | $5.82M | Sell |
129,138
-21,632
| -14% | -$923K | 0.04% | 377 |
|
|
2019
Q2 | $5.42M | Sell |
150,770
-8,055
| -5% | -$276K | 0.04% | 410 |
|
|
2019
Q1 | $5.77M | Buy |
158,825
+24,537
| +18% | +$840K | 0.04% | 386 |
|
|
2018
Q4 | $3.75M | Sell |
134,288
-38,504
| -22% | -$1.36M | 0.03% | 430 |
|
|
2018
Q3 | $7.65M | Sell |
172,792
-81,896
| -32% | -$4.15M | 0.05% | 353 |
|
|
2018
Q2 | $14.9M | Buy |
254,688
+83,153
| +48% | +$5.29M | 0.11% | 204 |
|
|
2018
Q1 | $12M | Buy |
171,535
+119,287
| +228% | +$8.03M | 0.09% | 255 |
|
|
2017
Q4 | $3.19M | Buy |
52,248
+26,239
| +101% | +$1.69M | 0.03% | 490 |
|
|
2017
Q3 | $1.7M | Sell |
26,009
-8,660
| -25% | -$575K | 0.01% | 622 |
|
|
2017
Q2 | $2.32M | Buy |
34,669
+2,172
| +7% | +$144K | 0.02% | 532 |
|
|
2017
Q1 | $2.03M | Sell |
32,497
-1,757
| -5% | -$101K | 0.02% | 566 |
|
|
2016
Q4 | $1.76M | Sell |
34,254
-778
| -2% | -$35.9K | 0.02% | 592 |
|
|
2016
Q3 | $1.55M | Sell |
35,032
-2,826
| -7% | -$106K | 0.02% | 656 |
|
|
2016
Q2 | $1.34M | Buy |
+37,858
| New | +$1.25M | 0.01% | 649 |
|
|
2015
Q4 | – | Sell |
-96,709
| Closed | -$5.81M | – | 1292 |
|
|
2015
Q3 | $5.81M | Sell |
96,709
-3,228
| -3% | -$194K | 0.07% | 289 |
|
|
2015
Q2 | $5.92M | Buy |
99,937
+111
| +0.1% | +$7.95K | 0.07% | 309 |
|
|
2015
Q1 | $7.38M | Buy |
99,826
+92,559
| +1,274% | +$7.24M | 0.09% | 271 |
|
|
2014
Q4 | $608K | Buy |
7,267
+67
| +0.9% | +$5.06K | 0.01% | 763 |
|
|
2014
Q3 | $530K | Buy |
+7,200
| New | +$541K | 0.01% | 780 |
|
|
2014
Q2 | – | Sell |
-5,882
| Closed | -$408K | – | 940 |
|
|
2014
Q1 | $408K | Buy |
+5,882
| New | +$384K | 0.01% | 683 |
|
Other funds holding WDC
United Capital Financial Advisors's WDC Position: Q2 2026 in Review
United Capital Financial Advisors increased its Western Digital (WDC) stake by 0.97% in Q2 2026, buying an estimated $62.2K and bringing the position to 13,385 shares worth $8.55M. The position accounts for 0.05% of the portfolio, ranked #280.
United Capital Financial Advisors first reported a position in WDC in Q1 2014 and has held it in 43 quarters since. The position peaked at $14.9M in Q2 2018. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.
- United Capital Financial Advisors held 13,385 shares of Western Digital worth $8.55M as of Q2 2026.
- United Capital Financial Advisors bought 128 Western Digital shares in Q2 2026, an estimated $62.2K.
- Western Digital made up 0.05% of United Capital Financial Advisors's portfolio in Q2 2026, its #280 holding.
- United Capital Financial Advisors first reported a position in Western Digital in Q1 2014 and has held it in 43 quarters since.
- United Capital Financial Advisors's Western Digital position peaked at $14.9M in Q2 2018.
- 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.