Valley National Advisers’s Western Digital WDC Stock Holding History

Valley National Advisers’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	$14.7K	Buy	23 +3	+15%	+$1.46K	﹤0.01%	567
2026 Q1	$5K	Buy	20 +7	+54%	+$1.83K	﹤0.01%	691
2025 Q4	$2K	Buy	13 +3	+30%	+$455	﹤0.01%	809
2025 Q3	$1K	Buy	+10	New	+$817	﹤0.01%	838
2024 Q3	–	Sell	-79	Closed	-$4K	–	1153
2024 Q2	$4K	Hold	79	–	–	﹤0.01%	808
2024 Q1	$4K	Buy	79 +19	+32%	+$832	﹤0.01%	845
2023 Q4	$2K	Buy	+60	New	+$2.1K	﹤0.01%	1000
2022 Q3	–	Sell	-5	Closed	–	–	1004
2022 Q2	$0	Hold	5	–	–	﹤0.01%	984
2022 Q1	$0	Hold	5	–	–	﹤0.01%	989
2021 Q4	$0	Buy	+5	New	+$217	﹤0.01%	969
2018 Q4	–	Sell	-36	Closed	-$2K	–	830
2018 Q3	$2K	Buy	+36	New	+$1.82K	﹤0.01%	610
2016 Q4	–	Sell	-16	Closed	-$1K	–	757
2016 Q3	$1K	Hold	16	–	–	﹤0.01%	613
2016 Q2	$1K	Buy	+16	New	+$527	﹤0.01%	585
2016 Q1	–	Sell	-22	Closed	-$1K	–	665
2015 Q4	$1K	Hold	22	–	–	﹤0.01%	573
2015 Q3	$1K	Hold	22	–	–	﹤0.01%	579
2015 Q2	$1K	Hold	22	–	–	﹤0.01%	586
2015 Q1	$2K	Buy	+22	New	+$1.72K	﹤0.01%	507

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

Valley National Advisers's WDC Position: Q2 2026 in Review

Valley National Advisers increased its Western Digital (WDC) stake by 15% in Q2 2026, buying an estimated $1.46K and bringing the position to 23 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Valley National Advisers first reported a position in WDC in Q1 2015 and has held it in 17 quarters since. 1,835 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Valley National Advisers held 23 shares of Western Digital worth $14.7K as of Q2 2026.
Valley National Advisers bought 3 Western Digital shares in Q2 2026, an estimated $1.46K.
Western Digital made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #567 holding.
Valley National Advisers first reported a position in Western Digital in Q1 2015 and has held it in 17 quarters since.
1,835 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.