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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
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

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Falcon Wealth Planning's WDC Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Western Digital (WDC) stake by 25% in Q2 2026, selling an estimated $265K and leaving 1,625 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #96.

Falcon Wealth Planning first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. 627 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Falcon Wealth Planning held 1,625 shares of Western Digital worth $1.04M as of Q2 2026.
  • Falcon Wealth Planning sold 545 Western Digital shares in Q2 2026, an estimated $265K.
  • Western Digital made up 0.07% of Falcon Wealth Planning's portfolio in Q2 2026, its #96 holding.
  • Falcon Wealth Planning first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
  • 627 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.