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Western Digital shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Western Digital (WDC) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Western Digital

Tip: Access up to 7 years of quarterly data

All positions including Western Digital held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Western Digital by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $3.5M 7.8k 454.46

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NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
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Dimensional Etf Trust Internatnal Val (DFIV)
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Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Putnam Etf Trust Focused Lar Cap (PVAL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Advanced Micro Devices (AMD)

View all positions for Sax Wealth Advisors

Top funds holding Western Digital

BlackRock
FMR
Vanguard Capital Management
Jpmorgan Chase & Co
Invesco
Vanguard Portfolio Management
Jane Street
Susquehanna International
Citadel Advisors
Geode Capital Management
Bank of America Corporation
Goldman Sachs Group
Wells Fargo & Company
Ubs Global Asset Management Americas
Norges Bank Investment Management

View all funds holding Western Digital