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 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	+$9.77K	0.01%	262

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mascoma Wealth Management's WDC Position: Q2 2026 in Review

Mascoma Wealth Management increased its Western Digital (WDC) stake by 225% in Q2 2026, buying an estimated $4.38K and bringing the position to 13 shares worth $8.3K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Mascoma Wealth Management first reported a position in WDC in Q4 2016 and has held it in 17 quarters since. The position peaked at $14K in Q4 2017. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Mascoma Wealth Management held 13 shares of Western Digital worth $8.3K as of Q2 2026.
Mascoma Wealth Management bought 9 Western Digital shares in Q2 2026, an estimated $4.38K.
Western Digital made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #339 holding.
Mascoma Wealth Management first reported a position in Western Digital in Q4 2016 and has held it in 17 quarters since.
Mascoma Wealth Management's Western Digital position peaked at $14K in Q4 2017.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.