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Atlantic Private Wealth’s Western Digital WDC Stock Holding History

Atlantic Private Wealth’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 		$3.19K Sell
5
-500
-99% -$243K ﹤0.01% 201
2026
Q1 		$137K Sell
505
-500
-50% -$131K 0.09% 75
2025
Q4 		$173K Buy
+1,005
New +$152K 0.11% 62

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

Atlantic Private Wealth's WDC Position: Q2 2026 in Review

Atlantic Private Wealth reduced its Western Digital (WDC) stake by 99% in Q2 2026, selling an estimated $243K and leaving 5 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Atlantic Private Wealth first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $173K in Q4 2025. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Atlantic Private Wealth held 5 shares of Western Digital worth $3.19K as of Q2 2026.
  • Atlantic Private Wealth sold 500 Western Digital shares in Q2 2026, an estimated $243K.
  • Western Digital made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #201 holding.
  • Atlantic Private Wealth first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
  • Atlantic Private Wealth's Western Digital position peaked at $173K in Q4 2025.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.