Mission Wealth Management’s Western Digital WDC Stock Holding History

Mission 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 Q1	$4.82M	Buy	17,803 +11,884	+201%	+$3.1M	0.1%	113
2025 Q4	$1.02M	Buy	5,919 +735	+14%	+$111K	0.02%	332
2025 Q3	$622K	Buy	5,184 +30	+0.6%	+$2.45K	0.01%	431
2025 Q2	$330K	Sell	5,154 -18	-0.3%	-$857	0.01%	566
2025 Q1	$209K	Sell	5,172 -1,645	-24%	-$78K	0.01%	634
2024 Q4	$307K	Sell	6,817 -2	-0%	-$101	0.01%	545
2024 Q3	$352K	Sell	6,819 -16	-0.2%	-$808	0.01%	513
2024 Q2	$391K	Buy	+6,835	New	+$379K	0.01%	469
2022 Q3	–	Sell	-6,435	Closed	-$218K	–	541
2022 Q2	$218K	Buy	6,435 +14	+0.2%	+$562	0.01%	463
2022 Q1	$241K	Buy	6,421 +1,985	+45%	+$81.5K	0.01%	462
2021 Q4	$219K	Buy	+4,436	New	+$193K	0.01%	501
2021 Q3	–	Sell	-4,436	Closed	-$239K	–	531
2021 Q2	$239K	Sell	4,436 -62	-1%	-$3.35K	0.01%	441
2021 Q1	$227K	Buy	+4,498	New	+$210K	0.01%	410

Other funds holding WDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mission Wealth Management's WDC Position: Q1 2026 in Review

Mission Wealth Management increased its Western Digital (WDC) stake by 201% in Q1 2026, buying an estimated $3.1M and bringing the position to 17,803 shares worth $4.82M. The position accounts for 0.1% of the portfolio, ranked #113.

Mission Wealth Management first reported a position in WDC in Q1 2021 and has held it in 13 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Mission Wealth Management held 17,803 shares of Western Digital worth $4.82M as of Q1 2026.
Mission Wealth Management bought 11,884 Western Digital shares in Q1 2026, an estimated $3.1M.
Western Digital made up 0.1% of Mission Wealth Management's portfolio in Q1 2026, its #113 holding.
Mission Wealth Management first reported a position in Western Digital in Q1 2021 and has held it in 13 quarters since.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.