Avestar Capital’s Western Digital WDC Stock Holding History

Avestar Capital’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	$2.07M	Sell	4,561 -737	-14%	-$358K	0.16%	117
2026 Q2	$3.38M	Sell	5,298 -105	-2%	-$51.1K	0.19%	95
2026 Q1	$1.46M	Buy	5,403 +413	+8%	+$108K	0.09%	167
2025 Q4	$860K	Buy	4,990 +745	+18%	+$113K	0.06%	245
2025 Q3	$510K	Buy	+4,245	New	+$347K	0.03%	336
2019 Q3	–	Sell	-2,576	Closed	-$72K	–	836
2019 Q2	$72K	Buy	2,576 +29	+1%	+$994	0.05%	248
2019 Q1	$75K	Sell	2,547 -90	-3%	-$3.08K	0.05%	236
2018 Q4	$48K	Buy	2,637 +322	+14%	+$11.4K	0.03%	266
2018 Q3	$80K	Buy	2,315 +1,026	+80%	+$52K	0.05%	220
2018 Q2	$52K	Buy	1,289 +285	+28%	+$18.1K	0.03%	270
2018 Q1	$51K	Buy	1,004 +141	+16%	+$9.49K	0.03%	248
2017 Q4	$32K	Buy	+863	New	+$55.6K	0.02%	297

Other funds holding WDC

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Avestar Capital's WDC Position: Q3 2026 in Review

Avestar Capital reduced its Western Digital (WDC) stake by 14% in Q3 2026, selling an estimated $358K and leaving 4,561 shares worth $2.07M. The position accounts for 0.16% of the portfolio, ranked #117.

Avestar Capital first reported a position in WDC in Q4 2017 and has held it in 12 quarters since. The position peaked at $3.38M in Q2 2026. 682 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Avestar Capital held 4,561 shares of Western Digital worth $2.07M as of Q3 2026.
Avestar Capital sold 737 Western Digital shares in Q3 2026, an estimated $358K.
Western Digital made up 0.16% of Avestar Capital's portfolio in Q3 2026, its #117 holding.
Avestar Capital first reported a position in Western Digital in Q4 2017 and has held it in 12 quarters since.
Avestar Capital's Western Digital position peaked at $3.38M in Q2 2026.
682 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.