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Berger Financial Group’s Western Digital WDC Stock Holding History

Berger Financial Group’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 		$573K Sell
2,119
-420
-17% -$110K 0.03% 276
2025
Q4 		$437K Buy
+2,539
New +$385K 0.03% 310

Other funds holding WDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berger Financial Group's WDC Position: Q1 2026 in Review

Berger Financial Group reduced its Western Digital (WDC) stake by 17% in Q1 2026, selling an estimated $110K and leaving 2,119 shares worth $573K. The position accounts for 0.03% of the portfolio, ranked #276.

Berger Financial Group first reported a position in WDC in Q4 2025 and has held it in 2 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Berger Financial Group held 2,119 shares of Western Digital worth $573K as of Q1 2026.
  • Berger Financial Group sold 420 Western Digital shares in Q1 2026, an estimated $110K.
  • Western Digital made up 0.03% of Berger Financial Group's portfolio in Q1 2026, its #276 holding.
  • Berger Financial Group first reported a position in Western Digital in Q4 2025 and has held it in 2 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.