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

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 $3.37T AUM 44.26% 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

Abound Wealth Management's WDC Position: Q2 2026 in Review

Abound Wealth Management reduced its Western Digital (WDC) stake by 45% in Q2 2026, selling an estimated $16.5K and leaving 42 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #326.

Abound Wealth Management first reported a position in WDC in Q3 2022 and has held it in 16 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Abound Wealth Management held 42 shares of Western Digital worth $26.9K as of Q2 2026.
  • Abound Wealth Management sold 34 Western Digital shares in Q2 2026, an estimated $16.5K.
  • Western Digital made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #326 holding.
  • Abound Wealth Management first reported a position in Western Digital in Q3 2022 and has held it in 16 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.