Avidian Wealth Enterprises’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
Q3
$566K Buy
1,244
+48
+4% +$23.3K 0.02% 449
2026
Q2
$764K Buy
1,196
+352
+42% +$171K 0.02% 382
2026
Q1
$228K Buy
+844
New +$220K 0.01% 613

Other funds holding WDC

Avidian Wealth Enterprises's WDC Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Western Digital (WDC) stake by 4% in Q3 2026, buying an estimated $23.3K and bringing the position to 1,244 shares worth $566K. The position accounts for 0.02% of the portfolio, ranked #449.

Avidian Wealth Enterprises first reported a position in WDC in Q1 2026 and has held it in 3 quarters since. The position peaked at $764K in Q2 2026. 1,073 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Avidian Wealth Enterprises held 1,244 shares of Western Digital worth $566K as of Q3 2026.
  • Avidian Wealth Enterprises bought 48 Western Digital shares in Q3 2026, an estimated $23.3K.
  • Western Digital made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #449 holding.
  • Avidian Wealth Enterprises first reported a position in Western Digital in Q1 2026 and has held it in 3 quarters since.
  • Avidian Wealth Enterprises's Western Digital position peaked at $764K in Q2 2026.
  • 1,073 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.