GeoWealth Management’s Western Digital WDC Stock Holding History

GeoWealth 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	$1.76M	Sell	2,757 -2,908	-51%	-$1.41M	0.06%	200
2026 Q1	$1.53M	Buy	5,665 +1,345	+31%	+$351K	0.06%	201
2025 Q4	$744K	Sell	4,320 -202	-4%	-$30.6K	0.03%	352
2025 Q3	$543K	Buy	4,522 +3,258	+258%	+$266K	0.02%	430
2025 Q2	$80.9K	Buy	+1,264	New	+$60.2K	﹤0.01%	856
2025 Q1	–	Sell	-1,381	Closed	-$62.3K	–	1782
2024 Q4	$62.3K	Buy	1,381 +660	+92%	+$33.2K	﹤0.01%	1087
2024 Q3	$37.2K	Buy	+721	New	+$36.4K	﹤0.01%	1159

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

GeoWealth Management's WDC Position: Q2 2026 in Review

GeoWealth Management reduced its Western Digital (WDC) stake by 51% in Q2 2026, selling an estimated $1.41M and leaving 2,757 shares worth $1.76M. The position accounts for 0.06% of the portfolio, ranked #200.

GeoWealth Management first reported a position in WDC in Q3 2024 and has held it in 7 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

GeoWealth Management held 2,757 shares of Western Digital worth $1.76M as of Q2 2026.
GeoWealth Management sold 2,908 Western Digital shares in Q2 2026, an estimated $1.41M.
Western Digital made up 0.06% of GeoWealth Management's portfolio in Q2 2026, its #200 holding.
GeoWealth Management first reported a position in Western Digital in Q3 2024 and has held it in 7 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.