COMPASS FINANCIAL MANAGEMENT LLC’s Western Digital WDC Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$756K	Buy	+1,238	New	+$602K	0.09%	213

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's WDC Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Western Digital (WDC) in Q2 2026: 1,238 shares worth $756K. The stake represents 0.09% of the portfolio and ranks #213 among its holdings.

1,353 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,238 shares of Western Digital worth $756K as of Q2 2026.
Western Digital was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Western Digital made up 0.09% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #213 holding.
1,353 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.