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Cyndeo Wealth Partners’s Western Digital WDC Stock Holding History

Cyndeo Wealth Partners’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 		$3.62M Sell
5,672
-130
-2% -$63.2K 0.17% 134
2026
Q1 		$1.57M Buy
+5,802
New +$1.51M 0.08% 193

Other funds holding WDC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cyndeo Wealth Partners's WDC Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Western Digital (WDC) stake by 2.2% in Q2 2026, selling an estimated $63.2K and leaving 5,672 shares worth $3.62M. The position accounts for 0.17% of the portfolio, ranked #134.

Cyndeo Wealth Partners first reported a position in WDC in Q1 2026 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Cyndeo Wealth Partners held 5,672 shares of Western Digital worth $3.62M as of Q2 2026.
  • Cyndeo Wealth Partners sold 130 Western Digital shares in Q2 2026, an estimated $63.2K.
  • Western Digital made up 0.17% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #134 holding.
  • Cyndeo Wealth Partners first reported a position in Western Digital in Q1 2026 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.