CGC Financial Services’s Western Digital WDC Stock Holding History

CGC Financial Services’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
2025 Q2	–	Sell	-1	Closed	-$40	–	351
2025 Q1	$40	Buy	+1	New	+$47	﹤0.01%	332

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CGC Financial Services's WDC Position: Q2 2025 in Review

CGC Financial Services sold out of Western Digital (WDC) in Q2 2025, closing a stake of 1 share — an estimated $40 sold.

CGC Financial Services first reported a position in WDC in Q1 2025 and held it in 1 quarter. The position peaked at $40 in Q1 2025. 748 funds tracked by Wall St. Rank hold WDC as of Q2 2025.

CGC Financial Services reported no remaining Western Digital position as of Q2 2025 after selling out during the quarter.
CGC Financial Services sold 1 Western Digital share in Q2 2025, an estimated $40.
CGC Financial Services first reported a position in Western Digital in Q1 2025 and held it in 1 quarter.
CGC Financial Services's Western Digital position peaked at $40 in Q1 2025.
748 funds tracked by Wall St. Rank held Western Digital as of Q2 2025.

Based on CGC Financial Services's 13F filing for Q2 2025, filed 28 Jul 2025.