Concord Wealth Partners’s Western Digital WDC Stock Holding History

Concord Wealth Partners’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	$125K	Buy	+195	New	+$94.8K	0.01%	268
2026 Q1	–	Sell	-240	Closed	-$41.3K	–	787
2025 Q4	$41.3K	Buy	+240	New	+$36.4K	0.01%	353
2022 Q2	–	Sell	-136	Closed	-$5K	–	1392
2022 Q1	$5K	Sell	136 -99	-42%	-$4.06K	﹤0.01%	931
2021 Q4	$12K	Buy	235 +215	+1,075%	+$9.34K	﹤0.01%	748
2021 Q3	$1K	Sell	20 -70	-78%	-$3.33K	﹤0.01%	875
2021 Q2	$5K	Buy	90 +52	+137%	+$2.81K	﹤0.01%	746
2021 Q1	$2K	Buy	+38	New	+$1.78K	﹤0.01%	862

Other funds holding WDC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concord Wealth Partners's WDC Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Western Digital (WDC) in Q2 2026: 195 shares worth $125K. The stake represents 0.01% of the portfolio and ranks #268 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in WDC as recently as Q4 2025.

Concord Wealth Partners first reported a position in WDC in Q1 2021 and has held it in 7 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Concord Wealth Partners held 195 shares of Western Digital worth $125K as of Q2 2026.
Western Digital was a new Concord Wealth Partners position in Q2 2026.
Western Digital made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #268 holding.
Concord Wealth Partners first reported a position in Western Digital in Q1 2021 and has held it in 7 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.