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
Q3 		– Sell
-1,323
Closed -$2K – 421
2017
Q2 		$2K Buy
+1,323
New +$87.9K ﹤0.01% 321

Other funds holding WDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kingsview Wealth Management's WDC Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Western Digital (WDC) stake by 57% in Q1 2026, selling an estimated $412K and leaving 1,212 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Kingsview Wealth Management first reported a position in WDC in Q2 2017 and has held it in 4 quarters since. The position peaked at $481K in Q4 2025. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Kingsview Wealth Management held 1,212 shares of Western Digital worth $328K as of Q1 2026.
  • Kingsview Wealth Management sold 1,579 Western Digital shares in Q1 2026, an estimated $412K.
  • Western Digital made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1048 holding.
  • Kingsview Wealth Management first reported a position in Western Digital in Q2 2017 and has held it in 4 quarters since.
  • Kingsview Wealth Management's Western Digital position peaked at $481K in Q4 2025.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.