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 Q2	$35.8K	Buy	+56	New	+$27.2K	﹤0.01%	566
2026 Q1	–	Sell	-1,104	Closed	-$190K	–	1259
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	–	1486
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	–	1159
2020 Q3	$62K	Buy	+2,249	New	+$66.8K	0.06%	277

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

Newbridge Financial Services Group's WDC Position: Q2 2026 in Review

Newbridge Financial Services Group opened a new position in Western Digital (WDC) in Q2 2026: 56 shares worth $35.8K. The stake represents ﹤0.01% of the portfolio and ranks #566 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in WDC as recently as Q4 2025.

Newbridge Financial Services Group first reported a position in WDC in Q3 2020 and has held it in 7 quarters since. The position peaked at $190K in Q4 2025. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Newbridge Financial Services Group held 56 shares of Western Digital worth $35.8K as of Q2 2026.
Western Digital was a new Newbridge Financial Services Group position in Q2 2026.
Western Digital made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #566 holding.
Newbridge Financial Services Group first reported a position in Western Digital in Q3 2020 and has held it in 7 quarters since.
Newbridge Financial Services Group's Western Digital position peaked at $190K in Q4 2025.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.