KWM
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
2017
Q4 		– Sell
-1,323
Closed -$8K – 445
2017
Q3 		$8K Buy
1,323
+529
+67% +$35.1K ﹤0.01% 288
2017
Q2 		$4K Buy
+794
New +$52.8K ﹤0.01% 299

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kingsview Wealth Management's WDC Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Western Digital (WDC) stake by 42% in Q2 2026, selling an estimated $249K and leaving 699 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #1028.

Kingsview Wealth Management first reported a position in WDC in Q2 2017 and has held it in 5 quarters since. The position peaked at $481K in Q4 2025. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Kingsview Wealth Management held 699 shares of Western Digital worth $447K as of Q2 2026.
  • Kingsview Wealth Management sold 513 Western Digital shares in Q2 2026, an estimated $249K.
  • Western Digital made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1028 holding.
  • Kingsview Wealth Management first reported a position in Western Digital in Q2 2017 and has held it in 5 quarters since.
  • Kingsview Wealth Management's Western Digital position peaked at $481K in Q4 2025.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.