Obermeyer Wealth Partners
WDC icon

Obermeyer Wealth Partners’s Western Digital WDC Stock Holding History

Obermeyer Wealth Partners’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
Q3 		$526K Hold
1,157
– – 0.02% 171
2026
Q2 		$739K Buy
1,157
+17
+1% +$8.27K 0.03% 139
2026
Q1 		$308K Buy
+1,140
New +$298K 0.01% 240
2013
Q3 		– Sell
-238
Closed -$11K – 279
2013
Q2 		$11K Buy
+238
New +$10.4K ﹤0.01% 265

Other funds holding WDC

AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Obermeyer Wealth Partners's WDC Position: Q3 2026 in Review

Obermeyer Wealth Partners held its Western Digital (WDC) position steady in Q3 2026 at 1,157 shares worth $526K. The position accounts for 0.02% of the portfolio, ranked #171.

Obermeyer Wealth Partners first reported a position in WDC in Q2 2013 and has held it in 4 quarters since. The position peaked at $739K in Q2 2026. 429 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Obermeyer Wealth Partners held 1,157 shares of Western Digital worth $526K as of Q3 2026.
  • Obermeyer Wealth Partners left its Western Digital share count unchanged in Q3 2026.
  • Western Digital made up 0.02% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #171 holding.
  • Obermeyer Wealth Partners first reported a position in Western Digital in Q2 2013 and has held it in 4 quarters since.
  • Obermeyer Wealth Partners's Western Digital position peaked at $739K in Q2 2026.
  • 429 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.