Klingman & Associates
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Klingman & Associates’s Western Digital WDC Stock Holding History

Klingman & Associates’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 		$517K Buy
1,137
+165
+17% +$80.2K 0.02% 215
2026
Q2 		$621K Buy
972
+26
+3% +$12.6K 0.03% 178
2026
Q1 		$256K Buy
+946
New +$247K 0.01% 283

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AssetMark Inc
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Wealth Enhancement Advisory Services
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New York State Teachers Retirement System (NYSTRS)
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Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Klingman & Associates's WDC Position: Q3 2026 in Review

Klingman & Associates increased its Western Digital (WDC) stake by 17% in Q3 2026, buying an estimated $80.2K and bringing the position to 1,137 shares worth $517K. The position accounts for 0.02% of the portfolio, ranked #215.

Klingman & Associates first reported a position in WDC in Q1 2026 and has held it in 3 quarters since. The position peaked at $621K in Q2 2026. 429 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Klingman & Associates held 1,137 shares of Western Digital worth $517K as of Q3 2026.
  • Klingman & Associates bought 165 Western Digital shares in Q3 2026, an estimated $80.2K.
  • Western Digital made up 0.02% of Klingman & Associates's portfolio in Q3 2026, its #215 holding.
  • Klingman & Associates first reported a position in Western Digital in Q1 2026 and has held it in 3 quarters since.
  • Klingman & Associates's Western Digital position peaked at $621K in Q2 2026.
  • 429 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.