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Milestone Asset Management’s Western Digital WDC Stock Holding History

Milestone Asset 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 		$381K Buy
839
+114
+16% +$55.4K 0.06% 191
2026
Q2 		$463K Sell
725
-3,073
-81% -$1.49M 0.07% 191
2026
Q1 		$1.03M Sell
3,798
-13,152
-78% -$3.43M 0.19% 115
2025
Q4 		$2.92M Buy
+16,950
New +$2.57M 0.55% 42

Other funds holding WDC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Milestone Asset Management's WDC Position: Q3 2026 in Review

Milestone Asset Management increased its Western Digital (WDC) stake by 16% in Q3 2026, buying an estimated $55.4K and bringing the position to 839 shares worth $381K. The position accounts for 0.06% of the portfolio, ranked #191.

Milestone Asset Management first reported a position in WDC in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.92M in Q4 2025. 219 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Milestone Asset Management held 839 shares of Western Digital worth $381K as of Q3 2026.
  • Milestone Asset Management bought 114 Western Digital shares in Q3 2026, an estimated $55.4K.
  • Western Digital made up 0.06% of Milestone Asset Management's portfolio in Q3 2026, its #191 holding.
  • Milestone Asset Management first reported a position in Western Digital in Q4 2025 and has held it in 4 quarters since.
  • Milestone Asset Management's Western Digital position peaked at $2.92M in Q4 2025.
  • 219 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.