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Balboa Wealth Partners’s Western Digital WDC Stock Holding History

Balboa Wealth Partners’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 		$759K Sell
1,189
-188
-14% -$91.4K 0.1% 166
2026
Q1 		$372K Sell
1,377
-984
-42% -$257K 0.06% 252
2025
Q4 		$407K Sell
2,361
-1,112
-32% -$169K 0.07% 229
2025
Q3 		$417K Buy
+3,473
New +$284K 0.07% 211
2024
Q3 		– Sell
-9,643
Closed -$552K – 373
2024
Q2 		$552K Buy
+9,643
New +$535K 0.15% 121

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

Balboa Wealth Partners's WDC Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Western Digital (WDC) stake by 14% in Q2 2026, selling an estimated $91.4K and leaving 1,189 shares worth $759K. The position accounts for 0.1% of the portfolio, ranked #166.

Balboa Wealth Partners first reported a position in WDC in Q2 2024 and has held it in 5 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Balboa Wealth Partners held 1,189 shares of Western Digital worth $759K as of Q2 2026.
  • Balboa Wealth Partners sold 188 Western Digital shares in Q2 2026, an estimated $91.4K.
  • Western Digital made up 0.1% of Balboa Wealth Partners's portfolio in Q2 2026, its #166 holding.
  • Balboa Wealth Partners first reported a position in Western Digital in Q2 2024 and has held it in 5 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.