Mascoma Wealth Management’s Western Digital WDC Stock Holding History

Mascoma Wealth Management’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	$1.82K	Sell	4 -9	-69%	-$4.38K	﹤0.01%	464
2026 Q2	$8.3K	Buy	13 +9	+225%	+$4.38K	﹤0.01%	339
2026 Q1	$1.08K	Hold	4	–	–	﹤0.01%	472
2025 Q4	$689	Buy	+4	New	+$607	﹤0.01%	483
2025 Q1	–	Sell	-17	Closed	-$775	–	543
2024 Q4	$775	Buy	+17	New	+$855	﹤0.01%	495
2021 Q4	–	Sell	-119	Closed	-$5K	–	567
2021 Q3	$5K	Buy	+119	New	+$5.65K	﹤0.01%	387
2021 Q2	–	Sell	-119	Closed	-$6K	–	428
2021 Q1	$6K	Buy	+119	New	+$5.56K	﹤0.01%	372
2019 Q3	–	Sell	-119	Closed	-$4K	–	339
2019 Q2	$4K	Hold	119	–	–	﹤0.01%	314
2019 Q1	$4K	Hold	119	–	–	﹤0.01%	320
2018 Q4	$3K	Hold	119	–	–	﹤0.01%	331
2018 Q3	$5K	Hold	119	–	–	﹤0.01%	329
2018 Q2	$7K	Hold	119	–	–	﹤0.01%	300
2018 Q1	$8K	Sell	119 -93	-44%	-$6.26K	0.01%	282
2017 Q4	$14K	Hold	212	–	–	0.01%	244
2017 Q3	$14K	Hold	212	–	–	0.01%	256
2017 Q2	$14K	Hold	212	–	–	0.01%	265
2017 Q1	$13K	Hold	212	–	–	0.01%	247
2016 Q4	$11K	Buy	+212	New	+$9.8K	0.01%	262

Other funds holding WDC

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Mascoma Wealth Management's WDC Position: Q3 2026 in Review

Mascoma Wealth Management reduced its Western Digital (WDC) stake by 69% in Q3 2026, selling an estimated $4.38K and leaving 4 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Mascoma Wealth Management first reported a position in WDC in Q4 2016 and has held it in 18 quarters since. The position peaked at $14K in Q4 2017. 429 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Mascoma Wealth Management held 4 shares of Western Digital worth $1.82K as of Q3 2026.
Mascoma Wealth Management sold 9 Western Digital shares in Q3 2026, an estimated $4.38K.
Western Digital made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #464 holding.
Mascoma Wealth Management first reported a position in Western Digital in Q4 2016 and has held it in 18 quarters since.
Mascoma Wealth Management's Western Digital position peaked at $14K in Q4 2017.
429 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.