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Cornerstone Wealth Group’s Western Digital WDC Stock Holding History

Cornerstone Wealth 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 		$3.1M Buy
4,853
+3,375
+228% +$1.64M 0.18% 113
2026
Q1 		$567K Buy
1,478
+12
+0.8% +$3.13K 0.04% 218
2025
Q4 		$252K Buy
+1,466
New +$222K 0.02% 311

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 Wealth Group's WDC Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Western Digital (WDC) stake by 228% in Q2 2026, buying an estimated $1.64M and bringing the position to 4,853 shares worth $3.1M. The position accounts for 0.18% of the portfolio, ranked #113.

Cornerstone Wealth Group first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Cornerstone Wealth Group held 4,853 shares of Western Digital worth $3.1M as of Q2 2026.
  • Cornerstone Wealth Group bought 3,375 Western Digital shares in Q2 2026, an estimated $1.64M.
  • Western Digital made up 0.18% of Cornerstone Wealth Group's portfolio in Q2 2026, its #113 holding.
  • Cornerstone Wealth Group first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

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