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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
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 		$1.31K Buy
+46
New +$1.21K ﹤0.01% 1297

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

Cornerstone Planning Group's WDC Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Western Digital (WDC) stake by 8.3% in Q2 2026, selling an estimated $5.35K and leaving 121 shares worth $67.4K. The position accounts for 0.01% of the portfolio, ranked #330.

Cornerstone Planning Group first reported a position in WDC in Q4 2022 and has held it in 11 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Cornerstone Planning Group held 121 shares of Western Digital worth $67.4K as of Q2 2026.
  • Cornerstone Planning Group sold 11 Western Digital shares in Q2 2026, an estimated $5.35K.
  • Western Digital made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #330 holding.
  • Cornerstone Planning Group first reported a position in Western Digital in Q4 2022 and has held it in 11 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.