BSW Wealth Partners’s Western Digital WDC Stock Holding History

BSW Wealth Partners’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	$917K	Sell	1,435 -31	-2%	-$15.1K	0.1%	115
2026 Q1	$397K	Buy	+1,466	New	+$383K	0.05%	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

BSW Wealth Partners's WDC Position: Q2 2026 in Review

BSW Wealth Partners reduced its Western Digital (WDC) stake by 2.1% in Q2 2026, selling an estimated $15.1K and leaving 1,435 shares worth $917K. The position accounts for 0.1% of the portfolio, ranked #115.

BSW Wealth Partners first reported a position in WDC in Q1 2026 and has held it in 2 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

BSW Wealth Partners held 1,435 shares of Western Digital worth $917K as of Q2 2026.
BSW Wealth Partners sold 31 Western Digital shares in Q2 2026, an estimated $15.1K.
Western Digital made up 0.1% of BSW Wealth Partners's portfolio in Q2 2026, its #115 holding.
BSW Wealth Partners first reported a position in Western Digital in Q1 2026 and has held it in 2 quarters since.
1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.