Kingswood Wealth Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
Other funds holding WDC
Kingswood Wealth Advisors's WDC Position: Q2 2026 in Review
Kingswood Wealth Advisors reduced its Western Digital (WDC) stake by 68% in Q2 2026, selling an estimated $2.87M and leaving 2,790 shares worth $1.78M. The position accounts for 0.07% of the portfolio, ranked #282.
Kingswood Wealth Advisors first reported a position in WDC in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.35M in Q1 2026. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.
- Kingswood Wealth Advisors held 2,790 shares of Western Digital worth $1.78M as of Q2 2026.
- Kingswood Wealth Advisors sold 5,897 Western Digital shares in Q2 2026, an estimated $2.87M.
- Western Digital made up 0.07% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #282 holding.
- Kingswood Wealth Advisors first reported a position in Western Digital in Q4 2023 and has held it in 5 quarters since.
- Kingswood Wealth Advisors's Western Digital position peaked at $2.35M in Q1 2026.
- 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.
Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.