Elevation Wealth Partners
WDC icon

Elevation Wealth Partners’s Western Digital WDC Stock Holding History

Elevation 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 		$24.5K Buy
54
+5
+10% +$2.43K 0.01% 612
2026
Q2 		$31.3K Hold
49
– – 0.01% 440
2026
Q1 		$13.3K Buy
49
+23
+88% +$6K ﹤0.01% 457
2025
Q4 		$4.48K Hold
26
– – ﹤0.01% 654
2025
Q3 		$3.12K Buy
+26
New +$2.12K ﹤0.01% 558

Other funds holding WDC

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Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Elevation Wealth Partners increased its Western Digital (WDC) stake by 10% in Q3 2026, buying an estimated $2.43K and bringing the position to 54 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #612.

Elevation Wealth Partners first reported a position in WDC in Q3 2025 and has held it in 5 quarters since. The position peaked at $31.3K in Q2 2026. 897 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Elevation Wealth Partners held 54 shares of Western Digital worth $24.5K as of Q3 2026.
  • Elevation Wealth Partners bought 5 Western Digital shares in Q3 2026, an estimated $2.43K.
  • Western Digital made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #612 holding.
  • Elevation Wealth Partners first reported a position in Western Digital in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Western Digital position peaked at $31.3K in Q2 2026.
  • 897 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.