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Everhart Financial Group’s Western Digital WDC Stock Holding History

Everhart Financial Group’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 		$7.11M Sell
11,129
-1,359
-11% -$661K 0.45% 31
2026
Q1 		$3.38M Sell
12,488
-80
-0.6% -$20.9K 0.29% 50
2025
Q4 		$2.17M Buy
12,568
+3,277
+35% +$497K 0.2% 65
2025
Q3 		$1.12M Buy
9,291
+2,167
+30% +$177K 0.11% 128
2025
Q2 		$456K Sell
7,124
-649
-8% -$30.9K 0.05% 237
2025
Q1 		$314K Sell
7,773
-3,723
-32% -$177K 0.04% 271
2024
Q4 		$518K Buy
11,496
+1,481
+15% +$74.4K 0.11% 181
2024
Q3 		$517K Buy
10,015
+227
+2% +$11.5K 0.11% 189
2024
Q2 		$561K Buy
9,788
+2,082
+27% +$115K 0.15% 144
2024
Q1 		$397K Buy
7,706
+1,915
+33% +$83.9K 0.12% 182
2023
Q4 		$229K Buy
+5,791
New +$203K 0.08% 220

Other funds holding WDC

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
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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Everhart Financial Group's WDC Position: Q2 2026 in Review

Everhart Financial Group reduced its Western Digital (WDC) stake by 11% in Q2 2026, selling an estimated $661K and leaving 11,129 shares worth $7.11M. The position accounts for 0.45% of the portfolio, ranked #31.

Everhart Financial Group first reported a position in WDC in Q4 2023 and has held it in 11 quarters since. 260 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Everhart Financial Group held 11,129 shares of Western Digital worth $7.11M as of Q2 2026.
  • Everhart Financial Group sold 1,359 Western Digital shares in Q2 2026, an estimated $661K.
  • Western Digital made up 0.45% of Everhart Financial Group's portfolio in Q2 2026, its #31 holding.
  • Everhart Financial Group first reported a position in Western Digital in Q4 2023 and has held it in 11 quarters since.
  • 260 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.