AWM
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Abound Wealth Management’s Western Digital WDC Stock Holding History

Abound Wealth Management’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 		$26.9K Sell
42
-34
-45% -$16.5K 0.01% 326
2026
Q1 		$20.6K Sell
76
-11
-13% -$2.87K ﹤0.01% 398
2025
Q4 		$15K Sell
87
-6
-6% -$910 ﹤0.01% 423
2025
Q3 		$11.2K Hold
93
– – ﹤0.01% 470
2025
Q2 		$5.95K Sell
93
-33
-26% -$1.57K ﹤0.01% 535
2025
Q1 		$5.09K Sell
126
-14
-10% -$664 ﹤0.01% 531
2024
Q4 		$6.32K Sell
140
-8
-5% -$402 ﹤0.01% 482
2024
Q3 		$7.65K Buy
148
+12
+9% +$606 ﹤0.01% 465
2024
Q2 		$7.8K Sell
136
-13
-9% -$721 ﹤0.01% 409
2024
Q1 		$7.71K Buy
149
+11
+8% +$482 ﹤0.01% 427
2023
Q4 		$5.45K Buy
138
+2
+1% +$70 ﹤0.01% 480
2023
Q3 		$4.7K Sell
136
-19
-12% -$599 ﹤0.01% 475
2023
Q2 		$4.44K Buy
155
+94
+154% +$2.62K ﹤0.01% 515
2023
Q1 		$1.73K Hold
61
– – ﹤0.01% 601
2022
Q4 		$1.45K Buy
61
+48
+369% +$1.27K ﹤0.01% 578
2022
Q3 		$326 Buy
+13
New +$432 ﹤0.01% 683

Other funds holding WDC

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return