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BigSur Wealth Management’s Western Digital WDC Stock Holding History

BigSur Wealth 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 		– Sell
-2,000
Closed -$541K – 178
2026
Q1 		$541K Hold
2,000
– – 0.15% 117
2025
Q4 		$345K Buy
+2,000
New +$303K 0.08% 129

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BigSur Wealth Management's WDC Position: Q2 2026 in Review

BigSur Wealth Management sold out of Western Digital (WDC) in Q2 2026, closing a stake of 2,000 shares — an estimated $541K sold.

BigSur Wealth Management first reported a position in WDC in Q4 2025 and held it in 2 quarters. The position peaked at $541K in Q1 2026. 1,845 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • BigSur Wealth Management reported no remaining Western Digital position as of Q2 2026 after selling out during the quarter.
  • BigSur Wealth Management sold 2,000 Western Digital shares in Q2 2026, an estimated $541K.
  • BigSur Wealth Management first reported a position in Western Digital in Q4 2025 and held it in 2 quarters.
  • BigSur Wealth Management's Western Digital position peaked at $541K in Q1 2026.
  • 1,845 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.