NewSquare Capital’s Western Digital WDC Stock Holding History

NewSquare Capital’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	$399K	Buy	+625	New	+$304K	0.03%	189
2025 Q3	–	Sell	-441	Closed	-$28.2K	–	1226
2025 Q2	$28.2K	Buy	441 +205	+87%	+$9.76K	﹤0.01%	405
2025 Q1	$9.54K	Buy	236 +212	+883%	+$10.1K	﹤0.01%	560
2024 Q4	$1.07K	Buy	+24	New	+$1.21K	﹤0.01%	657
2016 Q4	–	Sell	-83	Closed	-$4K	–	456
2016 Q3	$4K	Hold	83	–	–	﹤0.01%	360
2016 Q2	$3K	Sell	83 -152	-65%	-$5K	﹤0.01%	327
2016 Q1	$8K	Buy	+235	New	+$8.41K	﹤0.01%	318
2013 Q4	–	Sell	-34	Closed	-$2K	–	270
2013 Q3	$2K	Buy	+34	New	+$1.68K	﹤0.01%	234

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 $3.38T AUM 44.17% 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

NewSquare Capital's WDC Position: Q2 2026 in Review

NewSquare Capital opened a new position in Western Digital (WDC) in Q2 2026: 625 shares worth $399K. The stake represents 0.03% of the portfolio and ranks #189 among its holdings. This is a return to the name: NewSquare Capital previously reported a position in WDC as recently as Q2 2025.

NewSquare Capital first reported a position in WDC in Q3 2013 and has held it in 8 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

NewSquare Capital held 625 shares of Western Digital worth $399K as of Q2 2026.
Western Digital was a new NewSquare Capital position in Q2 2026.
Western Digital made up 0.03% of NewSquare Capital's portfolio in Q2 2026, its #189 holding.
NewSquare Capital first reported a position in Western Digital in Q3 2013 and has held it in 8 quarters since.
1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.