Golden State Wealth Management’s Western Digital WDC Stock Holding History

Golden State 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	$796K	Buy	1,245 +4	+0.3%	+$1.95K	0.07%	218
2026 Q1	$336K	Buy	1,241 +1	+0.1%	+$261	0.04%	309
2025 Q4	$214K	Sell	1,240 -9,599	-89%	-$1.46M	0.02%	381
2025 Q3	$1.3M	Sell	10,839 -21	-0.2%	-$1.72K	0.14%	118
2025 Q2	$695K	Buy	10,860 +10,836	+45,150%	+$516K	0.08%	181
2025 Q1	$970	Sell	24 -8	-25%	-$379	﹤0.01%	1426
2024 Q4	$1.43K	Buy	+32	New	+$1.61K	﹤0.01%	1301
2020 Q2	–	Sell	-266	Closed	-$8K	–	942
2020 Q1	$8K	Buy	+266	New	+$11.8K	﹤0.01%	667
2019 Q4	–	Sell	-131	Closed	-$6K	–	954
2019 Q3	$6K	Buy	131 +1	+0.8%	+$43	﹤0.01%	841
2019 Q2	$4K	Sell	130 -131	-50%	-$4.49K	﹤0.01%	918
2019 Q1	$9K	Buy	+261	New	+$8.94K	﹤0.01%	805

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

Golden State Wealth Management's WDC Position: Q2 2026 in Review

Golden State Wealth Management increased its Western Digital (WDC) stake by 0.32% in Q2 2026, buying an estimated $1.95K and bringing the position to 1,245 shares worth $796K. The position accounts for 0.07% of the portfolio, ranked #218.

Golden State Wealth Management first reported a position in WDC in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.3M in Q3 2025. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Golden State Wealth Management held 1,245 shares of Western Digital worth $796K as of Q2 2026.
Golden State Wealth Management bought 4 Western Digital shares in Q2 2026, an estimated $1.95K.
Western Digital made up 0.07% of Golden State Wealth Management's portfolio in Q2 2026, its #218 holding.
Golden State Wealth Management first reported a position in Western Digital in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Western Digital position peaked at $1.3M in Q3 2025.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.