Focused Wealth Management’s Western Digital WDC Stock Holding History

Focused Wealth Management’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	–	Sell	-363	Closed	-$232K	–	300
2026 Q2	$232K	Buy	+363	New	+$177K	0.02%	216
2024 Q1	–	Sell	-1,852	Closed	-$73.3K	–	971
2023 Q4	$73.3K	Hold	1,852	–	–	0.01%	257
2023 Q3	$63.9K	Hold	1,852	–	–	0.01%	263
2023 Q2	$53.1K	Hold	1,852	–	–	0.01%	296
2023 Q1	$52.7K	Buy	+1,852	New	+$54.3K	0.01%	301
2022 Q2	–	Sell	-54	Closed	-$2K	–	1095
2022 Q1	$2K	Hold	54	–	–	﹤0.01%	824
2021 Q4	$3K	Hold	54	–	–	﹤0.01%	776
2021 Q3	$2K	Buy	+54	New	+$2.56K	﹤0.01%	836
2020 Q3	–	Sell	-3,638	Closed	-$121K	–	881
2020 Q2	$121K	Hold	3,638	–	–	0.03%	195
2020 Q1	$114K	Hold	3,638	–	–	0.03%	177
2019 Q4	$175K	Buy	3,638 +198	+6%	+$8.26K	0.04%	168
2019 Q3	$155K	Hold	3,440	–	–	0.04%	171
2019 Q2	$124K	Hold	3,440	–	–	0.03%	214
2019 Q1	$125K	Hold	3,440	–	–	0.04%	186
2018 Q4	$96K	Hold	3,440	–	–	0.03%	231
2018 Q3	$152K	Buy	3,440 +662	+24%	+$33.5K	0.05%	183
2018 Q2	$163K	Buy	2,778 +397	+17%	+$25.3K	0.06%	178
2018 Q1	$166K	Hold	2,381	–	–	0.05%	191
2017 Q4	$143K	Buy	+2,381	New	+$153K	0.05%	193

Other funds holding WDC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Focused Wealth Management's WDC Position: Q3 2026 in Review

Focused Wealth Management sold out of Western Digital (WDC) in Q3 2026, closing a stake of 363 shares — an estimated $232K sold.

Focused Wealth Management first reported a position in WDC in Q4 2017 and held it in 19 quarters. The position peaked at $232K in Q2 2026. 916 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Focused Wealth Management reported no remaining Western Digital position as of Q3 2026 after selling out during the quarter.
Focused Wealth Management sold 363 Western Digital shares in Q3 2026, an estimated $232K.
Focused Wealth Management first reported a position in Western Digital in Q4 2017 and held it in 19 quarters.
Focused Wealth Management's Western Digital position peaked at $232K in Q2 2026.
916 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Focused Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.