Kingswood Wealth Advisors’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.78M Sell
2,790
-5,897
-68% -$2.87M 0.07% 282
2026
Q1
$2.35M Buy
+8,687
New +$2.27M 0.11% 206
2024
Q4
Sell
-5,797
Closed -$299K 901
2024
Q3
$299K Sell
5,797
-6,602
-53% -$334K 0.02% 569
2024
Q2
$710K Buy
+12,399
New +$688K 0.06% 306
2024
Q1
Sell
-5,850
Closed -$232K 703
2023
Q4
$232K Buy
+5,850
New +$205K 0.03% 542

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.