GoalVest Advisory’s Western Digital WDC Stock Holding History

GoalVest Advisory’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	$3.19K	Buy	+5	New	+$2.43K	﹤0.01%	413

Other funds holding WDC

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

GoalVest Advisory's WDC Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Western Digital (WDC) in Q2 2026: 5 shares worth $3.19K. The stake represents ﹤0.01% of the portfolio and ranks #413 among its holdings.

260 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

GoalVest Advisory held 5 shares of Western Digital worth $3.19K as of Q2 2026.
Western Digital was a new GoalVest Advisory position in Q2 2026.
Western Digital made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #413 holding.
260 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.