VWA
WDC icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return