FWP
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Family Wealth Partners’s Western Digital WDC Stock Holding History

Family 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
Q2 		$678K Sell
1,062
-33
-3% -$16K 0.21% 53
2026
Q1 		$296K Buy
+1,095
New +$286K 0.1% 80

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Pictet Asset Management
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AHT
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Mirae Asset Global Investments
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New York State Teachers Retirement System (NYSTRS)
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Aberdeen Group
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Family Wealth Partners's WDC Position: Q2 2026 in Review

Family Wealth Partners reduced its Western Digital (WDC) stake by 3% in Q2 2026, selling an estimated $16K and leaving 1,062 shares worth $678K. The position accounts for 0.21% of the portfolio, ranked #53.

Family Wealth Partners first reported a position in WDC in Q1 2026 and has held it in 2 quarters since. 762 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Family Wealth Partners held 1,062 shares of Western Digital worth $678K as of Q2 2026.
  • Family Wealth Partners sold 33 Western Digital shares in Q2 2026, an estimated $16K.
  • Western Digital made up 0.21% of Family Wealth Partners's portfolio in Q2 2026, its #53 holding.
  • Family Wealth Partners first reported a position in Western Digital in Q1 2026 and has held it in 2 quarters since.
  • 762 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.