Evergreen Private Wealth’s Western Digital WDC Stock Holding History

Evergreen Private Wealth’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
2025 Q3	–	Sell	-31	Closed	-$1.98K	–	297
2025 Q2	$1.98K	Buy	+31	New	+$1.48K	﹤0.01%	251

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evergreen Private Wealth's WDC Position: Q3 2025 in Review

Evergreen Private Wealth sold out of Western Digital (WDC) in Q3 2025, closing a stake of 31 shares — an estimated $1.98K sold.

Evergreen Private Wealth first reported a position in WDC in Q2 2025 and held it in 1 quarter. The position peaked at $1.98K in Q2 2025. 960 funds tracked by Wall St. Rank hold WDC as of Q3 2025.

Evergreen Private Wealth reported no remaining Western Digital position as of Q3 2025 after selling out during the quarter.
Evergreen Private Wealth sold 31 Western Digital shares in Q3 2025, an estimated $1.98K.
Evergreen Private Wealth first reported a position in Western Digital in Q2 2025 and held it in 1 quarter.
Evergreen Private Wealth's Western Digital position peaked at $1.98K in Q2 2025.
960 funds tracked by Wall St. Rank held Western Digital as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.