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 Q3	–	Sell	-121	Closed	-$67.4K	–	1700
2026 Q2	$67.4K	Sell	121 -11	-8%	-$5.35K	0.01%	330
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	$1.32K	Buy	+46	New	+$1.21K	﹤0.01%	1297

Other funds holding WDC

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Cornerstone Planning Group's WDC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Western Digital (WDC) in Q3 2026, closing a stake of 121 shares — an estimated $67.4K sold.

Cornerstone Planning Group first reported a position in WDC in Q4 2022 and held it in 11 quarters. The position peaked at $67.4K in Q2 2026. 398 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Cornerstone Planning Group reported no remaining Western Digital position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 121 Western Digital shares in Q3 2026, an estimated $67.4K.
Cornerstone Planning Group first reported a position in Western Digital in Q4 2022 and held it in 11 quarters.
Cornerstone Planning Group's Western Digital position peaked at $67.4K in Q2 2026.
398 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.