IMG Wealth Management
WDC icon

IMG Wealth Management’s Western Digital WDC Stock Holding History

IMG 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 		$57.3K Hold
126
– – 0.03% 180
2026
Q2 		$80.5K Buy
126
+2
+2% +$972 0.04% 165
2026
Q1 		$33.5K Buy
124
+111
+854% +$29K 0.02% 195
2025
Q4 		$2.24K Buy
+13
New +$1.97K ﹤0.01% 506

Other funds holding WDC

Fidelity Investments
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

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

IMG Wealth Management held its Western Digital (WDC) position steady in Q3 2026 at 126 shares worth $57.3K. The position accounts for 0.03% of the portfolio, ranked #180.

IMG Wealth Management first reported a position in WDC in Q4 2025 and has held it in 4 quarters since. The position peaked at $80.5K in Q2 2026. 1,073 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • IMG Wealth Management held 126 shares of Western Digital worth $57.3K as of Q3 2026.
  • IMG Wealth Management left its Western Digital share count unchanged in Q3 2026.
  • Western Digital made up 0.03% of IMG Wealth Management's portfolio in Q3 2026, its #180 holding.
  • IMG Wealth Management first reported a position in Western Digital in Q4 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Western Digital position peaked at $80.5K in Q2 2026.
  • 1,073 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.