Kestra Private Wealth Services’s Western Digital WDC Stock Holding History

Kestra Private Wealth Services’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 Q1	$3.36M	Sell	12,439 -985	-7%	-$257K	0.04%	416
2025 Q4	$2.31M	Buy	13,424 +5,173	+63%	+$784K	0.03%	502
2025 Q3	$991K	Sell	8,251 -102	-1%	-$8.34K	0.01%	787
2025 Q2	$535K	Buy	8,353 +1,144	+16%	+$54.5K	0.01%	1002
2025 Q1	$291K	Buy	7,209 +778	+12%	+$36.9K	﹤0.01%	1216
2024 Q4	$290K	Sell	6,431 -1,441	-18%	-$72.4K	﹤0.01%	1150
2024 Q3	$406K	Sell	7,872 -4,222	-35%	-$213K	0.01%	961
2024 Q2	$693K	Buy	12,094 +4,235	+54%	+$235K	0.01%	708
2024 Q1	$405K	Buy	7,859 +854	+12%	+$37.4K	0.01%	885
2023 Q4	$277K	Sell	7,005 -64	-0.9%	-$2.24K	0.01%	984
2023 Q3	$244K	Buy	+7,069	New	+$223K	0.01%	958
2022 Q2	–	Sell	-5,625	Closed	-$211K	–	1019
2022 Q1	$211K	Buy	5,625 +76	+1%	+$3.12K	0.01%	877
2021 Q4	$273K	Buy	5,549 +4	+0.1%	+$174	0.01%	803
2021 Q3	$237K	Sell	5,545 -194	-3%	-$9.22K	0.01%	794
2021 Q2	$309K	Sell	5,739 -463	-7%	-$25K	0.02%	669
2021 Q1	$313K	Sell	6,202 -261	-4%	-$12.2K	0.02%	593
2020 Q4	$242K	Buy	+6,463	New	+$215K	0.02%	615

Other funds holding WDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kestra Private Wealth Services's WDC Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Western Digital (WDC) stake by 7.3% in Q1 2026, selling an estimated $257K and leaving 12,439 shares worth $3.36M. The position accounts for 0.04% of the portfolio, ranked #416.

Kestra Private Wealth Services first reported a position in WDC in Q4 2020 and has held it in 17 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Kestra Private Wealth Services held 12,439 shares of Western Digital worth $3.36M as of Q1 2026.
Kestra Private Wealth Services sold 985 Western Digital shares in Q1 2026, an estimated $257K.
Western Digital made up 0.04% of Kestra Private Wealth Services's portfolio in Q1 2026, its #416 holding.
Kestra Private Wealth Services first reported a position in Western Digital in Q4 2020 and has held it in 17 quarters since.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.