Axxcess Wealth Management’s Western Digital WDC Stock Holding History

Axxcess Wealth Management’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	$220K	Buy	+345	New	+$168K	﹤0.01%	974
2026 Q1	–	Sell	-12,590	Closed	-$2.17M	–	1003
2025 Q4	$2.17M	Sell	12,590 -1,533	-11%	-$232K	0.04%	363
2025 Q3	$1.7M	Buy	+14,123	New	+$1.15M	0.04%	352
2024 Q3	–	Sell	-7,007	Closed	-$401K	–	952
2024 Q2	$401K	Buy	+7,007	New	+$389K	0.01%	576

Other funds holding WDC

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Axxcess Wealth Management's WDC Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Western Digital (WDC) in Q2 2026: 345 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #974 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in WDC as recently as Q4 2025.

Axxcess Wealth Management first reported a position in WDC in Q2 2024 and has held it in 4 quarters since. The position peaked at $2.17M in Q4 2025. 985 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Axxcess Wealth Management held 345 shares of Western Digital worth $220K as of Q2 2026.
Western Digital was a new Axxcess Wealth Management position in Q2 2026.
Western Digital made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #974 holding.
Axxcess Wealth Management first reported a position in Western Digital in Q2 2024 and has held it in 4 quarters since.
Axxcess Wealth Management's Western Digital position peaked at $2.17M in Q4 2025.
985 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.