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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
Q3 		$408K Sell
898
-139
-13% -$67.6K 0.12% 101
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

LifeGoal Wealth Advisors's WDC Position: Q3 2026 in Review

LifeGoal Wealth Advisors reduced its Western Digital (WDC) stake by 13% in Q3 2026, selling an estimated $67.6K and leaving 898 shares worth $408K. The position accounts for 0.12% of the portfolio, ranked #101.

LifeGoal Wealth Advisors first reported a position in WDC in Q1 2026 and has held it in 3 quarters since. The position peaked at $662K in Q2 2026. 52 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • LifeGoal Wealth Advisors held 898 shares of Western Digital worth $408K as of Q3 2026.
  • LifeGoal Wealth Advisors sold 139 Western Digital shares in Q3 2026, an estimated $67.6K.
  • Western Digital made up 0.12% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #101 holding.
  • LifeGoal Wealth Advisors first reported a position in Western Digital in Q1 2026 and has held it in 3 quarters since.
  • LifeGoal Wealth Advisors's Western Digital position peaked at $662K in Q2 2026.
  • 52 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.