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Compass Financial Management’s Western Digital WDC Stock Holding History

Compass Financial 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 		$756K Buy
+1,238
New +$602K 0.09% 213

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Compass Financial Management's WDC Position: Q2 2026 in Review

Compass Financial Management 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.

1,753 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Compass Financial Management held 1,238 shares of Western Digital worth $756K as of Q2 2026.
  • Western Digital was a new Compass Financial Management position in Q2 2026.
  • Western Digital made up 0.09% of Compass Financial Management's portfolio in Q2 2026, its #213 holding.
  • 1,753 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.