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Valley Wealth Managers’s Western Digital WDC Stock Holding History

Valley Wealth Managers’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 		$76.6K Hold
120
– – ﹤0.01% 206
2026
Q1 		$32.5K Buy
+120
New +$31.3K ﹤0.01% 230
2024
Q3 		– Sell
-1
Closed -$64 – 445
2024
Q2 		$64 Hold
1
– – ﹤0.01% 365
2024
Q1 		$58 Hold
1
– – ﹤0.01% 310
2023
Q4 		$44 Buy
+1
New +$35 ﹤0.01% 331
2017
Q2 		– Sell
-61
Closed -$4K – 179
2017
Q1 		$4K Hold
61
– – ﹤0.01% 188
2016
Q4 		$3K Buy
+61
New +$2.81K ﹤0.01% 208

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

Valley Wealth Managers's WDC Position: Q2 2026 in Review

Valley Wealth Managers held its Western Digital (WDC) position steady in Q2 2026 at 120 shares worth $76.6K. The position accounts for ﹤0.01% of the portfolio, ranked #206.

Valley Wealth Managers first reported a position in WDC in Q4 2016 and has held it in 7 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Valley Wealth Managers held 120 shares of Western Digital worth $76.6K as of Q2 2026.
  • Valley Wealth Managers left its Western Digital share count unchanged in Q2 2026.
  • Western Digital made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #206 holding.
  • Valley Wealth Managers first reported a position in Western Digital in Q4 2016 and has held it in 7 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.