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Action Point Financial Planning’s Western Digital WDC Stock Holding History

Action Point Financial Planning’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 		$288K Buy
+457
New +$222K 0.03% 368

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

Action Point Financial Planning's WDC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Western Digital (WDC) in Q2 2026: 457 shares worth $288K. The stake represents 0.03% of the portfolio and ranks #368 among its holdings.

1,835 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Action Point Financial Planning held 457 shares of Western Digital worth $288K as of Q2 2026.
  • Western Digital was a new Action Point Financial Planning position in Q2 2026.
  • Western Digital made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #368 holding.
  • 1,835 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.