Falcon Wealth Planning
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Falcon Wealth Planning’s Western Digital WDC Stock Holding History

Falcon Wealth Planning’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 		$700K Sell
1,541
-84
-5% -$40.8K 0.04% 127
2026
Q2 		$1.04M Sell
1,625
-545
-25% -$265K 0.07% 96
2026
Q1 		$587K Buy
2,170
+54
+3% +$14.1K 0.04% 124
2025
Q4 		$365K Buy
2,116
+352
+20% +$53.4K 0.03% 151
2025
Q3 		$212K Buy
+1,764
New +$144K 0.02% 179

Other funds holding WDC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Falcon Wealth Planning's WDC Position: Q3 2026 in Review

Falcon Wealth Planning reduced its Western Digital (WDC) stake by 5.2% in Q3 2026, selling an estimated $40.8K and leaving 1,541 shares worth $700K. The position accounts for 0.04% of the portfolio, ranked #127.

Falcon Wealth Planning first reported a position in WDC in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.04M in Q2 2026. 1,073 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Falcon Wealth Planning held 1,541 shares of Western Digital worth $700K as of Q3 2026.
  • Falcon Wealth Planning sold 84 Western Digital shares in Q3 2026, an estimated $40.8K.
  • Western Digital made up 0.04% of Falcon Wealth Planning's portfolio in Q3 2026, its #127 holding.
  • Falcon Wealth Planning first reported a position in Western Digital in Q3 2025 and has held it in 5 quarters since.
  • Falcon Wealth Planning's Western Digital position peaked at $1.04M in Q2 2026.
  • 1,073 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Falcon Wealth Planning's 13F filing for Q3 2026, filed 6 Nov 2026.