Question 1

How many shares of WDC does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

As of 2026-Q2, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 13,385 shares of WDC (WESTERN DIGITAL CORP).

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's WDC position worth?

Accepted Answer

As of 2026-Q2, UNITED CAPITAL FINANCIAL ADVISORS, LLC's WDC position is worth $8.5M.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling WDC?

Accepted Answer

In 2026-Q2, UNITED CAPITAL FINANCIAL ADVISORS, LLC increased their WDC position (+1.0% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy WDC?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in WDC in 2024-Q3. They have held the position across 27 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	13,385	+1.0%	$8.5M	0.0%	$638.72	28
2026-Q1	Increased	13,257	+7.5%	$3.6M	0.0%	$250.61	29
2025-Q4	Decreased	12,327	-1.5%	$2.1M	0.0%	$176.06	0
2025-Q3	Increased	12,513	+5.2%	$1.5M	0.0%	$116.65	27
2025-Q2	Increased	11,899	+59.5%	$761,393	0.0%	$63.17	35
2025-Q1	Increased	7,459	+5.9%	$301,552	0.0%	$40.46	25
2024-Q4	Decreased	7,041	-4.4%	$419,832	0.0%	$44.89	0
2024-Q3	Decreased	7,363	-0.8%	$502,793	0.0%	$52.27	0