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Ares Financial Consulting’s Western Digital WDC Stock Holding History

Ares Financial Consulting’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 		$51.2K Buy
80
+25
+45% +$12.2K 0.04% 224
2026
Q1 		$16.4K Buy
55
+15
+38% +$3.92K 0.01% 440
2025
Q4 		$6.91K Buy
+40
New +$6.07K 0.01% 413

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ares Financial Consulting's WDC Position: Q2 2026 in Review

Ares Financial Consulting increased its Western Digital (WDC) stake by 45% in Q2 2026, buying an estimated $12.2K and bringing the position to 80 shares worth $51.2K. The position accounts for 0.04% of the portfolio, ranked #224.

Ares Financial Consulting first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. 928 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Ares Financial Consulting held 80 shares of Western Digital worth $51.2K as of Q2 2026.
  • Ares Financial Consulting bought 25 Western Digital shares in Q2 2026, an estimated $12.2K.
  • Western Digital made up 0.04% of Ares Financial Consulting's portfolio in Q2 2026, its #224 holding.
  • Ares Financial Consulting first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
  • 928 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.