McCarter Private Wealth Services
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McCarter Private Wealth Services’s Western Digital WDC Stock Holding History

McCarter Private Wealth Services’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 		$545K Hold
1,200
– – 0.19% 103
2026
Q2 		$766K Hold
1,200
– – 0.26% 85
2026
Q1 		$325K Hold
1,200
– – 0.14% 126
2025
Q4 		$207K Buy
+1,200
New +$182K 0.09% 149

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McCarter Private Wealth Services's WDC Position: Q3 2026 in Review

McCarter Private Wealth Services held its Western Digital (WDC) position steady in Q3 2026 at 1,200 shares worth $545K. The position accounts for 0.19% of the portfolio, ranked #103.

McCarter Private Wealth Services first reported a position in WDC in Q4 2025 and has held it in 4 quarters since. The position peaked at $766K in Q2 2026. 429 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • McCarter Private Wealth Services held 1,200 shares of Western Digital worth $545K as of Q3 2026.
  • McCarter Private Wealth Services left its Western Digital share count unchanged in Q3 2026.
  • Western Digital made up 0.19% of McCarter Private Wealth Services's portfolio in Q3 2026, its #103 holding.
  • McCarter Private Wealth Services first reported a position in Western Digital in Q4 2025 and has held it in 4 quarters since.
  • McCarter Private Wealth Services's Western Digital position peaked at $766K in Q2 2026.
  • 429 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.