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Navigoe Wealth Management’s Western Digital WDC Stock Holding History

Navigoe 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
2025
Q3 		– Sell
-18
Closed -$1K – 293
2025
Q2 		$1K Hold
18
– – ﹤0.01% 166
2025
Q1 		$0 Sell
18
-6
-25% -$285 ﹤0.01% 184
2024
Q4 		$1K Buy
+24
New +$1.21K ﹤0.01% 158

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Navigoe Wealth Management's WDC Position: Q3 2025 in Review

Navigoe Wealth Management sold out of Western Digital (WDC) in Q3 2025, closing a stake of 18 shares — an estimated $1K sold.

Navigoe Wealth Management first reported a position in WDC in Q4 2024 and held it in 3 quarters. The position peaked at $1K in Q2 2025. 960 funds tracked by Wall St. Rank hold WDC as of Q3 2025.

  • Navigoe Wealth Management reported no remaining Western Digital position as of Q3 2025 after selling out during the quarter.
  • Navigoe Wealth Management sold 18 Western Digital shares in Q3 2025, an estimated $1K.
  • Navigoe Wealth Management first reported a position in Western Digital in Q4 2024 and held it in 3 quarters.
  • Navigoe Wealth Management's Western Digital position peaked at $1K in Q2 2025.
  • 960 funds tracked by Wall St. Rank held Western Digital as of Q3 2025.

Based on Navigoe Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.