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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
2023
Q3 		– Sell
-13,759
Closed -$2.52K – 1115
2023
Q2 		$2.52K Buy
13,759
+9,525
+225% +$265K ﹤0.01% 774
2023
Q1 		$2.38K Buy
+4,234
New +$124K ﹤0.01% 776

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
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.