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 Q3	$868K	Buy	1,911 +132	+7%	+$64.2K	0.02%	573
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Belpointe Asset Management's WDC Position: Q3 2026 in Review

Belpointe Asset Management increased its Western Digital (WDC) stake by 7.4% in Q3 2026, buying an estimated $64.2K and bringing the position to 1,911 shares worth $868K. The position accounts for 0.02% of the portfolio, ranked #573.

Belpointe Asset Management first reported a position in WDC in Q3 2018 and has held it in 12 quarters since. The position peaked at $1.14M in Q2 2026. 1,007 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Belpointe Asset Management held 1,911 shares of Western Digital worth $868K as of Q3 2026.
Belpointe Asset Management bought 132 Western Digital shares in Q3 2026, an estimated $64.2K.
Western Digital made up 0.02% of Belpointe Asset Management's portfolio in Q3 2026, its #573 holding.
Belpointe Asset Management first reported a position in Western Digital in Q3 2018 and has held it in 12 quarters since.
Belpointe Asset Management's Western Digital position peaked at $1.14M in Q2 2026.
1,007 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.