CPG
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Cornerstone Planning Group’s Western Digital WDC Stock Holding History

Cornerstone Planning Group’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
Q1 		$61K Buy
132
+33
+33% +$8.62K 0.01% 358
2025
Q4 		$27.7K Sell
99
-165
-63% -$25K ﹤0.01% 503
2025
Q3 		$6.21K Buy
264
+178
+207% +$14.5K ﹤0.01% 893
2025
Q2 		$6.53K Buy
86
+20
+30% +$952 ﹤0.01% 661
2025
Q1 		$2.49K Buy
66
+13
+25% +$617 ﹤0.01% 932
2024
Q4 		$2.58K Buy
53
+7
+15% +$352 ﹤0.01% 723
2024
Q3 		$2.39K Buy
46
+10
+28% +$505 ﹤0.01% 728
2024
Q2 		$1.54K Buy
+36
New +$2K ﹤0.01% 843
2023
Q3 		– Sell
-46
Closed -$1.33K – 1307
2023
Q2 		$1.33K Buy
+46
New +$1.28K ﹤0.01% 1286
2022
Q4 		$1.31K Buy
+46
New +$1.21K ﹤0.01% 1297

Other funds holding WDC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return