Kingsview Wealth Management
WDC icon

Kingsview Wealth Management’s Western Digital WDC Stock Holding History

Kingsview 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 		$429K Buy
944
+245
+35% +$119K 0.01% 1029
2026
Q2 		$447K Sell
699
-513
-42% -$249K 0.01% 1028
2026
Q1 		$328K Sell
1,212
-1,579
-57% -$412K ﹤0.01% 1048
2025
Q4 		$481K Buy
+2,791
New +$423K 0.01% 857
2017
Q4 		– Sell
-6,319
Closed -$413K – 446
2017
Q3 		$413K Buy
6,319
+852
+16% +$56.5K 0.18% 159
2017
Q2 		$366K Buy
+5,467
New +$363K 0.19% 155

Other funds holding WDC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Kingsview Wealth Management increased its Western Digital (WDC) stake by 35% in Q3 2026, buying an estimated $119K and bringing the position to 944 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #1029.

Kingsview Wealth Management first reported a position in WDC in Q2 2017 and has held it in 6 quarters since. The position peaked at $481K in Q4 2025. 1,447 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Kingsview Wealth Management held 944 shares of Western Digital worth $429K as of Q3 2026.
  • Kingsview Wealth Management bought 245 Western Digital shares in Q3 2026, an estimated $119K.
  • Western Digital made up 0.01% of Kingsview Wealth Management's portfolio in Q3 2026, its #1029 holding.
  • Kingsview Wealth Management first reported a position in Western Digital in Q2 2017 and has held it in 6 quarters since.
  • Kingsview Wealth Management's Western Digital position peaked at $481K in Q4 2025.
  • 1,447 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Kingsview Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.