Valued Wealth Advisors’s Western Digital WDC Stock Holding History

Valued Wealth 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	$15.3K	Buy	24 +5	+26%	+$2.43K	0.01%	241
2026 Q1	$5.14K	Buy	19 +15	+375%	+$3.92K	﹤0.01%	394
2025 Q4	$690	Hold	4	–	–	﹤0.01%	507
2025 Q3	$481	Hold	4	–	–	﹤0.01%	520
2025 Q2	$256	Hold	4	–	–	﹤0.01%	564
2025 Q1	$162	Sell	4 -1	-20%	-$47	﹤0.01%	616
2024 Q4	$239	Hold	5	–	–	﹤0.01%	604
2024 Q3	$274	Hold	5	–	–	﹤0.01%	580
2024 Q2	$304	Hold	5	–	–	﹤0.01%	540
2024 Q1	$273	Hold	5	–	–	﹤0.01%	532
2023 Q4	$183	Buy	+5	New	+$175	﹤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 $3.38T AUM 44.17% 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

Valued Wealth Advisors's WDC Position: Q2 2026 in Review

Valued Wealth Advisors increased its Western Digital (WDC) stake by 26% in Q2 2026, buying an estimated $2.43K and bringing the position to 24 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #241.

Valued Wealth Advisors first reported a position in WDC in Q4 2023 and has held it in 11 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Valued Wealth Advisors held 24 shares of Western Digital worth $15.3K as of Q2 2026.
Valued Wealth Advisors bought 5 Western Digital shares in Q2 2026, an estimated $2.43K.
Western Digital made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #241 holding.
Valued Wealth Advisors first reported a position in Western Digital in Q4 2023 and has held it in 11 quarters since.
1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.