Accurate Wealth Management’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

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

Accurate Wealth Management opened a new position in Western Digital (WDC) in Q2 2026: 1,453 shares worth $847K. The stake represents 0.08% of the portfolio and ranks #246 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in WDC as recently as Q4 2022.

Accurate Wealth Management first reported a position in WDC in Q4 2022 and has held it in 2 quarters since. 1,850 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Accurate Wealth Management held 1,453 shares of Western Digital worth $847K as of Q2 2026.
  • Western Digital was a new Accurate Wealth Management position in Q2 2026.
  • Western Digital made up 0.08% of Accurate Wealth Management's portfolio in Q2 2026, its #246 holding.
  • Accurate Wealth Management first reported a position in Western Digital in Q4 2022 and has held it in 2 quarters since.
  • 1,850 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.