Moran Wealth Management’s Western Digital WDC Stock Holding History

Moran 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 Q3	$546K	Buy	1,201 +85	+8%	+$41.3K	0.02%	402
2026 Q2	$713K	Buy	1,116 +107	+11%	+$52K	0.02%	407
2026 Q1	$273K	Buy	+1,009	New	+$263K	0.01%	432
2024 Q1	–	Sell	-329,860	Closed	-$13.1M	–	451
2023 Q4	$13.1M	Sell	329,860 -17,819	-5%	-$624K	0.46%	72
2023 Q3	$12M	Buy	+347,679	New	+$11M	0.46%	77

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

Moran Wealth Management's WDC Position: Q3 2026 in Review

Moran Wealth Management increased its Western Digital (WDC) stake by 7.6% in Q3 2026, buying an estimated $41.3K and bringing the position to 1,201 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #402.

Moran Wealth Management first reported a position in WDC in Q3 2023 and has held it in 5 quarters since. The position peaked at $13.1M in Q4 2023. 429 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Moran Wealth Management held 1,201 shares of Western Digital worth $546K as of Q3 2026.
Moran Wealth Management bought 85 Western Digital shares in Q3 2026, an estimated $41.3K.
Western Digital made up 0.02% of Moran Wealth Management's portfolio in Q3 2026, its #402 holding.
Moran Wealth Management first reported a position in Western Digital in Q3 2023 and has held it in 5 quarters since.
Moran Wealth Management's Western Digital position peaked at $13.1M in Q4 2023.
429 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.