Howard Wealth Management
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Howard Wealth Management’s Western Digital WDC Stock Holding History

Howard 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
Q3 		– Sell
-326
Closed -$208K – 157
2026
Q2 		$208K Buy
+326
New +$159K 0.08% 151
2020
Q1 		– Sell
-431
Closed -$20K – 499
2019
Q4 		$20K Buy
+431
New +$18K 0.02% 276

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Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Howard Wealth Management's WDC Position: Q3 2026 in Review

Howard Wealth Management sold out of Western Digital (WDC) in Q3 2026, closing a stake of 326 shares — an estimated $208K sold.

Howard Wealth Management first reported a position in WDC in Q4 2019 and held it in 2 quarters. The position peaked at $208K in Q2 2026. 558 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Howard Wealth Management reported no remaining Western Digital position as of Q3 2026 after selling out during the quarter.
  • Howard Wealth Management sold 326 Western Digital shares in Q3 2026, an estimated $208K.
  • Howard Wealth Management first reported a position in Western Digital in Q4 2019 and held it in 2 quarters.
  • Howard Wealth Management's Western Digital position peaked at $208K in Q2 2026.
  • 558 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.