ZIG
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Zullo Investment Group’s Western Digital WDC Stock Holding History

Zullo Investment Group’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 		$288K Buy
+450
New +$219K 0.1% 131
2023
Q1 		– Sell
-967
Closed -$23.1K – 714
2022
Q4 		$23.1K Hold
967
– – 0.01% 376
2022
Q3 		$24K Buy
967
+40
+4% +$1.33K 0.02% 368
2022
Q2 		$31K Hold
927
– – 0.02% 338
2022
Q1 		$35K Sell
927
-97
-9% -$3.98K 0.02% 350
2021
Q4 		$50K Buy
+1,024
New +$44.5K 0.03% 306

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 $3.38T AUM 44.17% 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

Zullo Investment Group's WDC Position: Q2 2026 in Review

Zullo Investment Group opened a new position in Western Digital (WDC) in Q2 2026: 450 shares worth $288K. The stake represents 0.1% of the portfolio and ranks #131 among its holdings. This is a return to the name: Zullo Investment Group previously reported a position in WDC as recently as Q4 2022.

Zullo Investment Group first reported a position in WDC in Q4 2021 and has held it in 6 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Zullo Investment Group held 450 shares of Western Digital worth $288K as of Q2 2026.
  • Western Digital was a new Zullo Investment Group position in Q2 2026.
  • Western Digital made up 0.1% of Zullo Investment Group's portfolio in Q2 2026, its #131 holding.
  • Zullo Investment Group first reported a position in Western Digital in Q4 2021 and has held it in 6 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.