Superior Planning, LLC’s Western Digital WDC Stock Holding History

Superior Planning, LLC’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 Q3	$83.2K	Buy	+183	New	+$89K	0.03%	262

Other funds holding WDC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Superior Planning, LLC's WDC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Western Digital (WDC) in Q3 2026: 183 shares worth $83.2K. The stake represents 0.03% of the portfolio and ranks #262 among its holdings.

1,216 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Superior Planning, LLC held 183 shares of Western Digital worth $83.2K as of Q3 2026.
Western Digital was a new Superior Planning, LLC position in Q3 2026.
Western Digital made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #262 holding.
1,216 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.