Accurate Wealth Management
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Accurate Wealth Management’s Western Digital WDC Stock Holding History

Accurate 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
Q3 		$874K Buy
2,296
+843
+58% +$410K 0.08% 249
2026
Q2 		$847K Buy
+1,453
New +$706K 0.08% 246
2023
Q1 		– Sell
-843
Closed -$24.3K – 1455
2022
Q4 		$24.3K Buy
+843
New +$22.2K 0.01% 624

Other funds holding WDC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Accurate Wealth Management's WDC Position: Q3 2026 in Review

Accurate Wealth Management increased its Western Digital (WDC) stake by 58% in Q3 2026, buying an estimated $410K and bringing the position to 2,296 shares worth $874K. The position accounts for 0.08% of the portfolio, ranked #249.

Accurate Wealth Management first reported a position in WDC in Q4 2022 and has held it in 3 quarters since. 998 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Accurate Wealth Management held 2,296 shares of Western Digital worth $874K as of Q3 2026.
  • Accurate Wealth Management bought 843 Western Digital shares in Q3 2026, an estimated $410K.
  • Western Digital made up 0.08% of Accurate Wealth Management's portfolio in Q3 2026, its #249 holding.
  • Accurate Wealth Management first reported a position in Western Digital in Q4 2022 and has held it in 3 quarters since.
  • 998 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.