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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focused Wealth Management's WDC Position: Q2 2026 in Review

Focused Wealth Management opened a new position in Western Digital (WDC) in Q2 2026: 363 shares worth $232K. The stake represents 0.02% of the portfolio and ranks #216 among its holdings. This is a return to the name: Focused Wealth Management previously reported a position in WDC as recently as Q4 2023.

Focused Wealth Management first reported a position in WDC in Q4 2017 and has held it in 19 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Focused Wealth Management held 363 shares of Western Digital worth $232K as of Q2 2026.
Western Digital was a new Focused Wealth Management position in Q2 2026.
Western Digital made up 0.02% of Focused Wealth Management's portfolio in Q2 2026, its #216 holding.
Focused Wealth Management first reported a position in Western Digital in Q4 2017 and has held it in 19 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.