Net Worth Advisory Group’s Western Digital WDC Stock Holding History

Net Worth Advisory Group’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	$587K	Sell	919 -1,384	-60%	-$673K	0.15%	159
2026 Q1	$623K	Buy	2,303 +794	+53%	+$207K	0.13%	167
2025 Q4	$260K	Buy	+1,509	New	+$229K	0.05%	371
2025 Q3	–	Sell	-5,036	Closed	-$322K	–	502
2025 Q2	$322K	Buy	+5,036	New	+$240K	0.07%	279
2025 Q1	–	Sell	-6,238	Closed	-$281K	–	420
2024 Q4	$281K	Buy	6,238 +46	+0.7%	+$2.31K	0.09%	269
2024 Q3	$320K	Buy	+6,192	New	+$313K	0.09%	255

Other funds holding WDC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Net Worth Advisory Group's WDC Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Western Digital (WDC) stake by 60% in Q2 2026, selling an estimated $673K and leaving 919 shares worth $587K. The position accounts for 0.15% of the portfolio, ranked #159.

Net Worth Advisory Group first reported a position in WDC in Q3 2024 and has held it in 6 quarters since. The position peaked at $623K in Q1 2026. 330 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Net Worth Advisory Group held 919 shares of Western Digital worth $587K as of Q2 2026.
Net Worth Advisory Group sold 1,384 Western Digital shares in Q2 2026, an estimated $673K.
Western Digital made up 0.15% of Net Worth Advisory Group's portfolio in Q2 2026, its #159 holding.
Net Worth Advisory Group first reported a position in Western Digital in Q3 2024 and has held it in 6 quarters since.
Net Worth Advisory Group's Western Digital position peaked at $623K in Q1 2026.
330 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.