NFSG
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Newbridge Financial Services Group’s Western Digital WDC Stock Holding History

Newbridge Financial Services 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
Q1 		– Sell
-1,104
Closed -$190K – 1293
2025
Q4 		$190K Buy
+1,104
New +$167K 0.03% 237
2025
Q1 		– Sell
-46
Closed -$2.09K – 1167
2024
Q4 		$2.09K Buy
+46
New +$2.31K ﹤0.01% 967
2023
Q1 		– Sell
-926
Closed -$22.1K – 1488
2022
Q4 		$22.1K Hold
926
– – 0.01% 688
2022
Q3 		$23K Sell
926
-74
-7% -$2.46K 0.01% 660
2022
Q2 		$34K Buy
+1,000
New +$40.2K 0.02% 497
2020
Q4 		– Sell
-2,249
Closed -$62K – 1163
2020
Q3 		$62K Buy
+2,249
New +$66.8K 0.06% 277

Other funds holding WDC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return