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Compass Wealth Management (Georgia)’s Western Digital WDC Stock Holding History

Compass Wealth Management (Georgia)’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
Q3 		$909K Hold
2,000
– – 0.36% 41
2026
Q2 		$1.28M Buy
2,000
+1,000
+100% +$486K 0.51% 31
2026
Q1 		$270K Buy
+1,000
New +$261K 0.12% 61

Other funds holding WDC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Compass Wealth Management (Georgia)'s WDC Position: Q3 2026 in Review

Compass Wealth Management (Georgia) held its Western Digital (WDC) position steady in Q3 2026 at 2,000 shares worth $909K. The position accounts for 0.36% of the portfolio, ranked #41.

Compass Wealth Management (Georgia) first reported a position in WDC in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.28M in Q2 2026. 1,085 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Compass Wealth Management (Georgia) held 2,000 shares of Western Digital worth $909K as of Q3 2026.
  • Compass Wealth Management (Georgia) left its Western Digital share count unchanged in Q3 2026.
  • Western Digital made up 0.36% of Compass Wealth Management (Georgia)'s portfolio in Q3 2026, its #41 holding.
  • Compass Wealth Management (Georgia) first reported a position in Western Digital in Q1 2026 and has held it in 3 quarters since.
  • Compass Wealth Management (Georgia)'s Western Digital position peaked at $1.28M in Q2 2026.
  • 1,085 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q3 2026, filed 30 Oct 2026.