LifeGoal Wealth Advisors’s Western Digital WDC Stock Holding History

LifeGoal Wealth Advisors’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 Q2	$662K	Sell	1,037 -131	-11%	-$63.7K	0.3%	47
2026 Q1	$348K	Buy	+1,168	New	+$305K	0.2%	69

Other funds holding WDC

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

LifeGoal Wealth Advisors's WDC Position: Q2 2026 in Review

LifeGoal Wealth Advisors reduced its Western Digital (WDC) stake by 11% in Q2 2026, selling an estimated $63.7K and leaving 1,037 shares worth $662K. The position accounts for 0.3% of the portfolio, ranked #47.

LifeGoal Wealth Advisors first reported a position in WDC in Q1 2026 and has held it in 2 quarters since. 762 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

LifeGoal Wealth Advisors held 1,037 shares of Western Digital worth $662K as of Q2 2026.
LifeGoal Wealth Advisors sold 131 Western Digital shares in Q2 2026, an estimated $63.7K.
Western Digital made up 0.3% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #47 holding.
LifeGoal Wealth Advisors first reported a position in Western Digital in Q1 2026 and has held it in 2 quarters since.
762 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.