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Intergy Private Wealth’s Western Digital WDC Stock Holding History

Intergy Private Wealth’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 		$211K Buy
+331
New +$161K 0.05% 135

Other funds holding WDC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
US
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

Intergy Private Wealth's WDC Position: Q2 2026 in Review

Intergy Private Wealth opened a new position in Western Digital (WDC) in Q2 2026: 331 shares worth $211K. The stake represents 0.05% of the portfolio and ranks #135 among its holdings.

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

  • Intergy Private Wealth held 331 shares of Western Digital worth $211K as of Q2 2026.
  • Western Digital was a new Intergy Private Wealth position in Q2 2026.
  • Western Digital made up 0.05% of Intergy Private Wealth's portfolio in Q2 2026, its #135 holding.
  • 343 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.