AssetMark Inc’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 | $233M | Buy |
364,895
+125,883
| +53% | +$61.2M | 0.4% | 51 |
|
|
2026
Q1 | $64.7M | Sell |
239,012
-30,898
| -11% | -$8.07M | 0.13% | 135 |
|
|
2025
Q4 | $46.5M | Buy |
269,910
+164,537
| +156% | +$24.9M | 0.09% | 176 |
|
|
2025
Q3 | $12.7M | Buy |
105,373
+2,943
| +3% | +$241K | 0.03% | 394 |
|
|
2025
Q2 | $6.55M | Buy |
102,430
+30,809
| +43% | +$1.47M | 0.02% | 516 |
|
|
2025
Q1 | $2.9M | Sell |
71,621
-22,005
| -24% | -$1.04M | 0.01% | 633 |
|
|
2024
Q4 | $4.22M | Buy |
93,626
+5,272
| +6% | +$265K | 0.01% | 537 |
|
|
2024
Q3 | $4.56M | Buy |
88,354
+88,267
| +101,456% | +$4.46M | 0.01% | 461 |
|
|
2024
Q2 | $4.98K | Buy |
87
+59
| +211% | +$3.27K | ﹤0.01% | 1600 |
|
|
2024
Q1 | $1.43K | Sell |
28
-24
| -46% | -$1.05K | ﹤0.01% | 1627 |
|
|
2023
Q4 | $2.04K | Buy |
52
+24
| +86% | +$840 | ﹤0.01% | 1546 |
|
|
2023
Q3 | $958 | Hold |
28
| – | – | ﹤0.01% | 1530 |
|
|
2023
Q2 | $797 | Hold |
28
| – | – | ﹤0.01% | 1481 |
|
|
2023
Q1 | $791 | Hold |
28
| – | – | ﹤0.01% | 1465 |
|
|
2022
Q4 | $663 | Sell |
28
-43
| -61% | -$1.13K | ﹤0.01% | 1506 |
|
|
2022
Q3 | $2K | Hold |
71
| – | – | ﹤0.01% | 1412 |
|
|
2022
Q2 | $2K | Hold |
71
| – | – | ﹤0.01% | 1395 |
|
|
2022
Q1 | $3K | Hold |
71
| – | – | ﹤0.01% | 1384 |
|
|
2021
Q4 | $4K | Hold |
71
| – | – | ﹤0.01% | 1292 |
|
|
2021
Q3 | $3K | Hold |
71
| – | – | ﹤0.01% | 1238 |
|
|
2021
Q2 | $4K | Hold |
71
| – | – | ﹤0.01% | 1131 |
|
|
2021
Q1 | $4K | Hold |
71
| – | – | ﹤0.01% | 1071 |
|
|
2020
Q4 | $3K | Hold |
71
| – | – | ﹤0.01% | 1152 |
|
|
2020
Q3 | $2K | Sell |
71
-3,264
| -98% | -$97K | ﹤0.01% | 1163 |
|
|
2020
Q2 | $111K | Buy |
3,335
+428
| +15% | +$13.9K | ﹤0.01% | 568 |
|
|
2020
Q1 | $91K | Sell |
2,907
-2,701
| -48% | -$120K | ﹤0.01% | 586 |
|
|
2019
Q4 | $269K | Buy |
5,608
+770
| +16% | +$32.1K | ﹤0.01% | 499 |
|
|
2019
Q3 | $218K | Sell |
4,838
-106
| -2% | -$4.52K | ﹤0.01% | 486 |
|
|
2019
Q2 | $178K | Buy |
4,944
+161
| +3% | +$5.52K | ﹤0.01% | 487 |
|
|
2019
Q1 | $174K | Sell |
4,783
-1,122
| -19% | -$38.4K | ﹤0.01% | 464 |
|
|
2018
Q4 | $165K | Buy |
5,905
+3,463
| +142% | +$123K | ﹤0.01% | 470 |
|
|
2018
Q3 | $108K | Buy |
2,442
+258
| +12% | +$13.1K | ﹤0.01% | 567 |
|
|
2018
Q2 | $128K | Sell |
2,184
-29
| -1% | -$1.84K | ﹤0.01% | 523 |
|
|
2018
Q1 | $154K | Buy |
2,213
+1,802
| +438% | +$121K | ﹤0.01% | 487 |
|
|
2017
Q4 | $25K | Buy |
411
+31
| +8% | +$2K | ﹤0.01% | 966 |
|
|
2017
Q3 | $25K | Buy |
380
+51
| +16% | +$3.38K | ﹤0.01% | 879 |
|
|
2017
Q2 | $22K | Buy |
329
+235
| +250% | +$15.6K | ﹤0.01% | 882 |
|
|
2017
Q1 | $6K | Sell |
94
-540
| -85% | -$31K | ﹤0.01% | 1021 |
|
|
2016
Q4 | $33K | Sell |
634
-99
| -14% | -$4.56K | ﹤0.01% | 733 |
|
|
2016
Q3 | $32K | Sell |
733
-407
| -36% | -$15.3K | ﹤0.01% | 746 |
|
|
2016
Q2 | $40K | Buy |
1,140
+894
| +363% | +$29.4K | ﹤0.01% | 654 |
|
|
2016
Q1 | $9K | Sell |
246
-3,665
| -94% | -$131K | ﹤0.01% | 895 |
|
|
2015
Q4 | $178K | Sell |
3,911
-726
| -16% | -$37.1K | ﹤0.01% | 451 |
|
|
2015
Q3 | $278K | Sell |
4,637
-3,861
| -45% | -$232K | 0.01% | 310 |
|
|
2015
Q2 | $504K | Sell |
8,498
-1,383
| -14% | -$99.1K | 0.01% | 363 |
|
|
2015
Q1 | $680K | Sell |
9,881
-745
| -7% | -$58.3K | 0.01% | 335 |
|
|
2014
Q4 | $889K | Sell |
10,626
-905
| -8% | -$68.3K | 0.02% | 303 |
|
|
2014
Q3 | $848K | Buy |
+11,531
| New | +$867K | 0.02% | 313 |
|
|
2014
Q2 | – | Sell |
-16,110
| Closed | -$1.12M | – | 517 |
|
|
2014
Q1 | $1.12M | Sell |
16,110
-1,736
| -10% | -$113K | 0.03% | 223 |
|
|
2013
Q4 | $1.13M | Buy |
+17,846
| New | +$997K | 0.03% | 239 |
|
Other funds holding WDC
ETC
AssetMark Inc's WDC Position: Q2 2026 in Review
AssetMark Inc increased its Western Digital (WDC) stake by 53% in Q2 2026, buying an estimated $61.2M and bringing the position to 364,895 shares worth $233M. The position accounts for 0.4% of the portfolio, ranked #51.
AssetMark Inc first reported a position in WDC in Q4 2013 and has held it in 50 quarters since. 948 funds tracked by Wall St. Rank hold WDC as of Q2 2026.
- AssetMark Inc held 364,895 shares of Western Digital worth $233M as of Q2 2026.
- AssetMark Inc bought 125,883 Western Digital shares in Q2 2026, an estimated $61.2M.
- Western Digital made up 0.4% of AssetMark Inc's portfolio in Q2 2026, its #51 holding.
- AssetMark Inc first reported a position in Western Digital in Q4 2013 and has held it in 50 quarters since.
- 948 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.
Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.