Beacon Pointe Advisors’s Western Digital WDC Stock Holding History

Beacon Pointe Advisors’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 Q1	$2.4M	Buy	8,891 +6,497	+271%	+$1.7M	0.01%	675
2025 Q4	$412K	Buy	2,394 +320	+15%	+$48.5K	﹤0.01%	1136
2025 Q3	$249K	Buy	+2,074	New	+$169K	﹤0.01%	1249
2024 Q3	–	Sell	-3,790	Closed	-$217K	–	1322
2024 Q2	$217K	Buy	+3,790	New	+$210K	﹤0.01%	1169
2022 Q3	–	Sell	-8,082	Closed	-$274K	–	1067
2022 Q2	$274K	Buy	8,082 +520	+7%	+$20.9K	0.01%	857
2022 Q1	$284K	Buy	7,562 +1,427	+23%	+$58.6K	﹤0.01%	1002
2021 Q4	$302K	Sell	6,135 -2,519	-29%	-$109K	0.01%	730
2021 Q3	$369K	Sell	8,654 -3,679	-30%	-$175K	0.01%	627
2021 Q2	$663K	Buy	+12,333	New	+$667K	0.02%	415

Other funds holding WDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Pointe Advisors's WDC Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Western Digital (WDC) stake by 271% in Q1 2026, buying an estimated $1.7M and bringing the position to 8,891 shares worth $2.4M. The position accounts for 0.01% of the portfolio, ranked #675.

Beacon Pointe Advisors first reported a position in WDC in Q2 2021 and has held it in 9 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Beacon Pointe Advisors held 8,891 shares of Western Digital worth $2.4M as of Q1 2026.
Beacon Pointe Advisors bought 6,497 Western Digital shares in Q1 2026, an estimated $1.7M.
Western Digital made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #675 holding.
Beacon Pointe Advisors first reported a position in Western Digital in Q2 2021 and has held it in 9 quarters since.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.