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 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

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

Mitchell & Pahl Private Wealth's WDC Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth held its Western Digital (WDC) position steady in Q2 2026 at 768 shares worth $491K. The position accounts for 0.18% of the portfolio, ranked #130.

Mitchell & Pahl Private Wealth first reported a position in WDC in Q4 2020 and has held it in 7 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Mitchell & Pahl Private Wealth held 768 shares of Western Digital worth $491K as of Q2 2026.
Mitchell & Pahl Private Wealth left its Western Digital share count unchanged in Q2 2026.
Western Digital made up 0.18% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #130 holding.
Mitchell & Pahl Private Wealth first reported a position in Western Digital in Q4 2020 and has held it in 7 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.