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Wellington-Altus USA’s Western Digital WDC Stock Holding History

Wellington-Altus USA’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 		$40.8K Buy
151
+55
+57% +$26.7K 0.03% 347
2026
Q1 		$61.3K Buy
96
+17
+22% +$4.44K 0.04% 308
2025
Q4 		$13.6K Buy
+79
New +$12K 0.01% 552

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

Wellington-Altus USA's WDC Position: Q2 2026 in Review

Wellington-Altus USA increased its Western Digital (WDC) stake by 57% in Q2 2026, buying an estimated $26.7K and bringing the position to 151 shares worth $40.8K. The position accounts for 0.03% of the portfolio, ranked #347.

Wellington-Altus USA first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $61.3K in Q1 2026. 1,850 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Wellington-Altus USA held 151 shares of Western Digital worth $40.8K as of Q2 2026.
  • Wellington-Altus USA bought 55 Western Digital shares in Q2 2026, an estimated $26.7K.
  • Western Digital made up 0.03% of Wellington-Altus USA's portfolio in Q2 2026, its #347 holding.
  • Wellington-Altus USA first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Western Digital position peaked at $61.3K in Q1 2026.
  • 1,850 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.