Carter Financial Group’s Western Digital WDC Stock Holding History

Carter 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 Q3	–	Sell	-380	Closed	-$243K	–	145
2026 Q2	$243K	Buy	+380	New	+$185K	0.13%	110

Other funds holding WDC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Carter Financial Group's WDC Position: Q3 2026 in Review

Carter Financial Group sold out of Western Digital (WDC) in Q3 2026, closing a stake of 380 shares — an estimated $243K sold.

Carter Financial Group first reported a position in WDC in Q2 2026 and held it in 1 quarter. The position peaked at $243K in Q2 2026. 1,447 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Carter Financial Group reported no remaining Western Digital position as of Q3 2026 after selling out during the quarter.
Carter Financial Group sold 380 Western Digital shares in Q3 2026, an estimated $243K.
Carter Financial Group first reported a position in Western Digital in Q2 2026 and held it in 1 quarter.
Carter Financial Group's Western Digital position peaked at $243K in Q2 2026.
1,447 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.