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Circle Wealth Management’s Western Digital WDC Stock Holding History

Circle 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
2025
Q2 		– Sell
-16,809
Closed -$680K – 233
2025
Q1 		$680K Sell
16,809
-5,429
-24% -$258K 0.02% 145
2024
Q4 		$1M Buy
22,238
+8,017
+56% +$403K 0.02% 116
2024
Q3 		$734K Buy
+14,221
New +$719K 0.02% 142

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Circle Wealth Management's WDC Position: Q2 2025 in Review

Circle Wealth Management sold out of Western Digital (WDC) in Q2 2025, closing a stake of 16,809 shares — an estimated $680K sold.

Circle Wealth Management first reported a position in WDC in Q3 2024 and held it in 3 quarters. The position peaked at $1M in Q4 2024. 748 funds tracked by Wall St. Rank hold WDC as of Q2 2025.

  • Circle Wealth Management reported no remaining Western Digital position as of Q2 2025 after selling out during the quarter.
  • Circle Wealth Management sold 16,809 Western Digital shares in Q2 2025, an estimated $680K.
  • Circle Wealth Management first reported a position in Western Digital in Q3 2024 and held it in 3 quarters.
  • Circle Wealth Management's Western Digital position peaked at $1M in Q4 2024.
  • 748 funds tracked by Wall St. Rank held Western Digital as of Q2 2025.

Based on Circle Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.