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Comprehensive Financial Planning’s Western Digital WDC Stock Holding History

Comprehensive Financial Planning’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 		$2.07M Buy
3,241
+2,140
+194% +$1.04M 1.1% 28
2026
Q1 		$298K Buy
1,101
+300
+37% +$78.3K 0.21% 87
2025
Q4 		$138K Hold
801
– – 0.09% 112
2025
Q3 		$96.1K Buy
+801
New +$65.5K 0.07% 132
2025
Q1 		– Sell
-662
Closed -$29.8K – 366
2024
Q4 		$29.8K Buy
+662
New +$33.3K 0.03% 183

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Comprehensive Financial Planning's WDC Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Western Digital (WDC) stake by 194% in Q2 2026, buying an estimated $1.04M and bringing the position to 3,241 shares worth $2.07M. The position accounts for 1.1% of the portfolio, ranked #28.

Comprehensive Financial Planning first reported a position in WDC in Q4 2024 and has held it in 5 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Comprehensive Financial Planning held 3,241 shares of Western Digital worth $2.07M as of Q2 2026.
  • Comprehensive Financial Planning bought 2,140 Western Digital shares in Q2 2026, an estimated $1.04M.
  • Western Digital made up 1.1% of Comprehensive Financial Planning's portfolio in Q2 2026, its #28 holding.
  • Comprehensive Financial Planning first reported a position in Western Digital in Q4 2024 and has held it in 5 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.