Castle Rock Wealth Management’s Western Digital WDC Stock Holding History

Castle Rock 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	$1.99M	Buy	3,327 +2,020	+155%	+$982K	0.39%	76
2026 Q1	$386K	Sell	1,307 -4	-0.3%	-$1.04K	0.08%	184
2025 Q4	$376K	Buy	+1,311	New	+$199K	0.08%	187
2018 Q3	–	Sell	-3,506	Closed	-$205K	–	134
2018 Q2	$205K	Hold	3,506	–	–	0.28%	113
2018 Q1	$245K	Hold	3,506	–	–	0.41%	85
2017 Q4	$211K	Buy	+3,506	New	+$226K	0.41%	92

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

Castle Rock Wealth Management's WDC Position: Q2 2026 in Review

Castle Rock Wealth Management increased its Western Digital (WDC) stake by 155% in Q2 2026, buying an estimated $982K and bringing the position to 3,327 shares worth $1.99M. The position accounts for 0.39% of the portfolio, ranked #76.

Castle Rock Wealth Management first reported a position in WDC in Q4 2017 and has held it in 6 quarters since. 1,845 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Castle Rock Wealth Management held 3,327 shares of Western Digital worth $1.99M as of Q2 2026.
Castle Rock Wealth Management bought 2,020 Western Digital shares in Q2 2026, an estimated $982K.
Western Digital made up 0.39% of Castle Rock Wealth Management's portfolio in Q2 2026, its #76 holding.
Castle Rock Wealth Management first reported a position in Western Digital in Q4 2017 and has held it in 6 quarters since.
1,845 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.