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 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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GeoWealth Management's WDC Position: Q1 2026 in Review

GeoWealth Management increased its Western Digital (WDC) stake by 31% in Q1 2026, buying an estimated $351K and bringing the position to 5,665 shares worth $1.53M. The position accounts for 0.06% of the portfolio, ranked #201.

GeoWealth Management first reported a position in WDC in Q3 2024 and has held it in 6 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

GeoWealth Management held 5,665 shares of Western Digital worth $1.53M as of Q1 2026.
GeoWealth Management bought 1,345 Western Digital shares in Q1 2026, an estimated $351K.
Western Digital made up 0.06% of GeoWealth Management's portfolio in Q1 2026, its #201 holding.
GeoWealth Management first reported a position in Western Digital in Q3 2024 and has held it in 6 quarters since.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.