Greenline Wealth Management’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$275K Buy
+430
New +$209K 0.23% 90
2026
Q1
Sell
-10
Closed -$1.72K 514
2025
Q4
$1.72K Buy
+10
New +$1.52K ﹤0.01% 485

Other funds holding WDC

Greenline Wealth Management's WDC Position: Q2 2026 in Review

Greenline Wealth Management opened a new position in Western Digital (WDC) in Q2 2026: 430 shares worth $275K. The stake represents 0.23% of the portfolio and ranks #90 among its holdings. This is a return to the name: Greenline Wealth Management previously reported a position in WDC as recently as Q4 2025.

Greenline Wealth Management first reported a position in WDC in Q4 2025 and has held it in 2 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Greenline Wealth Management held 430 shares of Western Digital worth $275K as of Q2 2026.
  • Western Digital was a new Greenline Wealth Management position in Q2 2026.
  • Western Digital made up 0.23% of Greenline Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Greenline Wealth Management first reported a position in Western Digital in Q4 2025 and has held it in 2 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.