KFS
WDC icon

Kaizen Financial Strategies’s Western Digital WDC Stock Holding History

Kaizen Financial Strategies’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 		$1.29M Sell
2,151
-83
-4% -$40.4K 0.42% 44
2026
Q1 		$808K Sell
2,234
-342
-13% -$89.3K 0.34% 56
2025
Q4 		$444K Buy
2,576
+5
+0.2% +$758 0.2% 86
2025
Q3 		$421K Buy
+2,571
New +$210K 0.19% 91

Other funds holding WDC

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Kaizen Financial Strategies's WDC Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Western Digital (WDC) stake by 3.7% in Q2 2026, selling an estimated $40.4K and leaving 2,151 shares worth $1.29M. The position accounts for 0.42% of the portfolio, ranked #44.

Kaizen Financial Strategies first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. 724 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Kaizen Financial Strategies held 2,151 shares of Western Digital worth $1.29M as of Q2 2026.
  • Kaizen Financial Strategies sold 83 Western Digital shares in Q2 2026, an estimated $40.4K.
  • Western Digital made up 0.42% of Kaizen Financial Strategies's portfolio in Q2 2026, its #44 holding.
  • Kaizen Financial Strategies first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
  • 724 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.