Cyndeo Wealth Partners
WDC icon

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
Q3 		$292K Sell
642
-5,030
-89% -$2.45M 0.01% 458
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Cyndeo Wealth Partners's WDC Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its Western Digital (WDC) stake by 89% in Q3 2026, selling an estimated $2.45M and leaving 642 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #458.

Cyndeo Wealth Partners first reported a position in WDC in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.62M in Q2 2026. 1,447 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Cyndeo Wealth Partners held 642 shares of Western Digital worth $292K as of Q3 2026.
  • Cyndeo Wealth Partners sold 5,030 Western Digital shares in Q3 2026, an estimated $2.45M.
  • Western Digital made up 0.01% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #458 holding.
  • Cyndeo Wealth Partners first reported a position in Western Digital in Q1 2026 and has held it in 3 quarters since.
  • Cyndeo Wealth Partners's Western Digital position peaked at $3.62M in Q2 2026.
  • 1,447 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.