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Atwood & Palmer’s Western Digital WDC Stock Holding History

Atwood & Palmer’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
Q3 		$8.18K Sell
18
-16
-47% -$7.78K ﹤0.01% 399
2026
Q2 		$21.7K Buy
34
+18
+113% +$8.75K ﹤0.01% 320
2026
Q1 		$4.33K Buy
+16
New +$4.18K ﹤0.01% 415

Other funds holding WDC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Atwood & Palmer's WDC Position: Q3 2026 in Review

Atwood & Palmer reduced its Western Digital (WDC) stake by 47% in Q3 2026, selling an estimated $7.78K and leaving 18 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Atwood & Palmer first reported a position in WDC in Q1 2026 and has held it in 3 quarters since. The position peaked at $21.7K in Q2 2026. 54 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Atwood & Palmer held 18 shares of Western Digital worth $8.18K as of Q3 2026.
  • Atwood & Palmer sold 16 Western Digital shares in Q3 2026, an estimated $7.78K.
  • Western Digital made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #399 holding.
  • Atwood & Palmer first reported a position in Western Digital in Q1 2026 and has held it in 3 quarters since.
  • Atwood & Palmer's Western Digital position peaked at $21.7K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.