JDH Wealth Management’s Western Digital WDC Stock Holding History

JDH 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	-341	Closed	-$218K	–	64
2026 Q2	$218K	Buy	+341	New	+$166K	0.13%	54

Other funds holding WDC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

JDH Wealth Management sold out of Western Digital (WDC) in Q3 2026, closing a stake of 341 shares — an estimated $218K sold.

JDH Wealth Management first reported a position in WDC in Q2 2026 and held it in 1 quarter. The position peaked at $218K in Q2 2026. 1,008 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

JDH Wealth Management reported no remaining Western Digital position as of Q3 2026 after selling out during the quarter.
JDH Wealth Management sold 341 Western Digital shares in Q3 2026, an estimated $218K.
JDH Wealth Management first reported a position in Western Digital in Q2 2026 and held it in 1 quarter.
JDH Wealth Management's Western Digital position peaked at $218K in Q2 2026.
1,008 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.