Mitchell & Pahl Private Wealth’s Western Digital WDC Stock Holding History

Mitchell & Pahl Private Wealth’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	$334K	Sell	734 -34	-4%	-$16.5K	0.12%	136
2026 Q2	$491K	Hold	768	–	–	0.18%	130
2026 Q1	$208K	Buy	+768	New	+$200K	0.08%	143
2022 Q1	–	Sell	-5,517	Closed	-$272K	–	174
2021 Q4	$272K	Sell	5,517 -942	-15%	-$40.9K	0.17%	138
2021 Q3	$276K	Sell	6,459 -51	-0.8%	-$2.42K	0.2%	133
2021 Q2	$350K	Sell	6,510 -22	-0.3%	-$1.19K	0.25%	121
2021 Q1	$330K	Hold	6,532	–	–	0.26%	116
2020 Q4	$273K	Buy	+6,532	New	+$217K	0.23%	123

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

Mitchell & Pahl Private Wealth's WDC Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth reduced its Western Digital (WDC) stake by 4.4% in Q3 2026, selling an estimated $16.5K and leaving 734 shares worth $334K. The position accounts for 0.12% of the portfolio, ranked #136.

Mitchell & Pahl Private Wealth first reported a position in WDC in Q4 2020 and has held it in 8 quarters since. The position peaked at $491K in Q2 2026. 429 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Mitchell & Pahl Private Wealth held 734 shares of Western Digital worth $334K as of Q3 2026.
Mitchell & Pahl Private Wealth sold 34 Western Digital shares in Q3 2026, an estimated $16.5K.
Western Digital made up 0.12% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #136 holding.
Mitchell & Pahl Private Wealth first reported a position in Western Digital in Q4 2020 and has held it in 8 quarters since.
Mitchell & Pahl Private Wealth's Western Digital position peaked at $491K in Q2 2026.
429 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.