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Valeo Financial Advisors’s Western Digital WDC Stock Holding History

Valeo 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 		$1.14M Buy
1,787
+713
+66% +$347K 0.02% 281
2026
Q1 		$291K Sell
1,074
-730
-40% -$191K 0.01% 561
2025
Q4 		$311K Sell
1,804
-118
-6% -$17.9K 0.01% 609
2025
Q3 		$231K Buy
+1,922
New +$157K 0.01% 706
2024
Q1 		– Sell
-6,562
Closed -$260K – 715
2023
Q4 		$260K Sell
6,562
-50
-0.8% -$1.75K 0.01% 534
2023
Q3 		$228K Buy
+6,612
New +$209K 0.01% 532
2022
Q4 		– Sell
-15,344
Closed -$378K – 612
2022
Q3 		$378K Sell
15,344
-4,650
-23% -$154K 0.02% 298
2022
Q2 		$678K Sell
19,994
-69
-0.3% -$2.77K 0.04% 208
2022
Q1 		$753K Sell
20,063
-1,927
-9% -$79.1K 0.04% 245
2021
Q4 		$1.08M Buy
21,990
+589
+3% +$25.6K 0.06% 177
2021
Q3 		$913K Buy
21,401
+14,752
+222% +$701K 0.05% 203
2021
Q2 		$358K Sell
6,649
-904
-12% -$48.9K 0.02% 327
2021
Q1 		$381K Buy
7,553
+209
+3% +$9.77K 0.02% 319
2020
Q4 		$307K Buy
7,344
+6,615
+907% +$220K 0.02% 329
2020
Q3 		$20K Sell
729
-69
-9% -$2.05K ﹤0.01% 919
2020
Q2 		$27K Buy
798
+764
+2,247% +$24.8K ﹤0.01% 956
2020
Q1 		$1K Hold
34
– – ﹤0.01% 1733
2019
Q4 		$2K Hold
34
– – ﹤0.01% 1492
2019
Q3 		$2K Buy
+34
New +$1.45K ﹤0.01% 1416
2019
Q1 		– Sell
-662
Closed -$18K – 1643
2018
Q4 		$18K Sell
662
-1,319
-67% -$46.7K ﹤0.01% 740
2018
Q3 		$64K Buy
1,981
+601
+44% +$30.4K 0.01% 503
2018
Q2 		$67K Sell
1,380
-45
-3% -$2.86K 0.01% 486
2018
Q1 		$99K Buy
1,425
+763
+115% +$51.4K 0.02% 371
2017
Q4 		$40K Buy
662
+580
+707% +$37.3K 0.01% 515
2017
Q3 		$5K Buy
+82
New +$5.44K ﹤0.01% 887

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

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

Valeo Financial Advisors increased its Western Digital (WDC) stake by 66% in Q2 2026, buying an estimated $347K and bringing the position to 1,787 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #281.

Valeo Financial Advisors first reported a position in WDC in Q3 2017 and has held it in 25 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Valeo Financial Advisors held 1,787 shares of Western Digital worth $1.14M as of Q2 2026.
  • Valeo Financial Advisors bought 713 Western Digital shares in Q2 2026, an estimated $347K.
  • Western Digital made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #281 holding.
  • Valeo Financial Advisors first reported a position in Western Digital in Q3 2017 and has held it in 25 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.