Belpointe Asset Management’s Western Digital WDC Stock Holding History

Belpointe Asset 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	$1.14M	Buy	1,779 +557	+46%	+$271K	0.04%	450
2026 Q1	$331K	Buy	+1,222	New	+$319K	0.01%	822
2023 Q2	–	Sell	-1,835	Closed	-$52.2K	–	3355
2023 Q1	$52.2K	Sell	1,835 -206	-10%	-$6.04K	﹤0.01%	1671
2022 Q4	$48.7K	Buy	+2,041	New	+$53.8K	﹤0.01%	1634
2022 Q2	–	Sell	-8,490	Closed	-$318K	–	1280
2022 Q1	$318K	Buy	8,490 +2	+0%	+$82	0.02%	704
2021 Q4	$418K	Sell	8,488 -366	-4%	-$15.9K	0.03%	579
2021 Q3	$377K	Sell	8,854 -5,258	-37%	-$250K	0.03%	600
2021 Q2	$760K	Sell	14,112 -1,109	-7%	-$60K	0.05%	364
2021 Q1	$768K	Buy	+15,221	New	+$712K	0.07%	303
2019 Q1	–	Sell	-14,123	Closed	-$395K	–	591
2018 Q4	$395K	Sell	14,123 -32	-0.2%	-$1.13K	0.1%	222
2018 Q3	$626K	Buy	+14,155	New	+$717K	0.1%	202

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Belpointe Asset Management's WDC Position: Q2 2026 in Review

Belpointe Asset Management increased its Western Digital (WDC) stake by 46% in Q2 2026, buying an estimated $271K and bringing the position to 1,779 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #450.

Belpointe Asset Management first reported a position in WDC in Q3 2018 and has held it in 11 quarters since. 1,849 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Belpointe Asset Management held 1,779 shares of Western Digital worth $1.14M as of Q2 2026.
Belpointe Asset Management bought 557 Western Digital shares in Q2 2026, an estimated $271K.
Western Digital made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #450 holding.
Belpointe Asset Management first reported a position in Western Digital in Q3 2018 and has held it in 11 quarters since.
1,849 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.