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Beta Wealth Group’s Western Digital WDC Stock Holding History

Beta Wealth 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 		$216K Sell
800
-2,000
-71% -$522K 0.09% 108
2025
Q4 		$482K Sell
2,800
-4,300
-61% -$652K 0.19% 83
2025
Q3 		$852K Sell
7,100
-931
-12% -$76.1K 0.34% 50
2025
Q2 		$531K Sell
8,031
-169
-2% -$8.05K 0.19% 67
2025
Q1 		$332K Sell
8,200
-2,781
-25% -$132K 0.12% 87
2024
Q4 		$495K Buy
10,981
+265
+2% +$13.3K 0.22% 74
2024
Q3 		$553K Buy
10,716
+661
+7% +$33.4K 0.25% 70
2024
Q2 		$576K Sell
10,055
-529
-5% -$29.3K 0.27% 60
2024
Q1 		$546K Buy
10,584
+926
+10% +$40.5K 0.27% 61
2023
Q4 		$382K Hold
9,658
– – 0.2% 77
2023
Q3 		$333K Buy
9,658
+265
+3% +$8.36K 0.2% 83
2023
Q2 		$269K Sell
9,393
-120,261
-93% -$3.35M 0.16% 89
2023
Q1 		$3.69M Buy
+129,654
New +$3.8M 2.11% 15
2022
Q3 		– Sell
-6,880
Closed -$233K – 98
2022
Q2 		$233K Buy
6,880
+265
+4% +$10.6K 0.16% 76
2022
Q1 		$248K Buy
+6,615
New +$272K 0.17% 80
2021
Q3 		– Sell
-4,518
Closed -$243K – 67
2021
Q2 		$243K Buy
+4,518
New +$244K 0.17% 56

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

Beta Wealth Group's WDC Position: Q1 2026 in Review

Beta Wealth Group reduced its Western Digital (WDC) stake by 71% in Q1 2026, selling an estimated $522K and leaving 800 shares worth $216K. The position accounts for 0.09% of the portfolio, ranked #108.

Beta Wealth Group first reported a position in WDC in Q2 2021 and has held it in 16 quarters since. The position peaked at $3.69M in Q1 2023. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Beta Wealth Group held 800 shares of Western Digital worth $216K as of Q1 2026.
  • Beta Wealth Group sold 2,000 Western Digital shares in Q1 2026, an estimated $522K.
  • Western Digital made up 0.09% of Beta Wealth Group's portfolio in Q1 2026, its #108 holding.
  • Beta Wealth Group first reported a position in Western Digital in Q2 2021 and has held it in 16 quarters since.
  • Beta Wealth Group's Western Digital position peaked at $3.69M in Q1 2023.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.