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Optimist Retirement Group’s Western Digital WDC Stock Holding History

Optimist Retirement 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 		$1.3M Buy
2,037
+46
+2% +$22.4K 0.5% 48
2026
Q1 		$539K Sell
1,991
-1,703
-46% -$445K 0.24% 58
2025
Q4 		$636K Sell
3,694
-110
-3% -$16.7K 0.29% 49
2025
Q3 		$457K Buy
+3,804
New +$311K 0.21% 62

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Optimist Retirement Group's WDC Position: Q2 2026 in Review

Optimist Retirement Group increased its Western Digital (WDC) stake by 2.3% in Q2 2026, buying an estimated $22.4K and bringing the position to 2,037 shares worth $1.3M. The position accounts for 0.5% of the portfolio, ranked #48.

Optimist Retirement Group first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. 1,298 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Optimist Retirement Group held 2,037 shares of Western Digital worth $1.3M as of Q2 2026.
  • Optimist Retirement Group bought 46 Western Digital shares in Q2 2026, an estimated $22.4K.
  • Western Digital made up 0.5% of Optimist Retirement Group's portfolio in Q2 2026, its #48 holding.
  • Optimist Retirement Group first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
  • 1,298 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.