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Cornerstone Wealth Management’s Western Digital WDC Stock Holding History

Cornerstone Wealth Management’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 		$304K Buy
+475
New +$231K 0.01% 611
2019
Q2 		– Sell
-4,113
Closed -$390K – 512
2019
Q1 		$390K Buy
+4,113
New +$141K 0.05% 316

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 Management's WDC Position: Q2 2026 in Review

Cornerstone Wealth Management opened a new position in Western Digital (WDC) in Q2 2026: 475 shares worth $304K. The stake represents 0.01% of the portfolio and ranks #611 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in WDC as recently as Q1 2019.

Cornerstone Wealth Management first reported a position in WDC in Q1 2019 and has held it in 2 quarters since. The position peaked at $390K in Q1 2019. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Cornerstone Wealth Management held 475 shares of Western Digital worth $304K as of Q2 2026.
  • Western Digital was a new Cornerstone Wealth Management position in Q2 2026.
  • Western Digital made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #611 holding.
  • Cornerstone Wealth Management first reported a position in Western Digital in Q1 2019 and has held it in 2 quarters since.
  • Cornerstone Wealth Management's Western Digital position peaked at $390K in Q1 2019.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.