ORG Wealth Partners
WDC icon

ORG Wealth Partners’s Western Digital WDC Stock Holding History

ORG 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 		$368K Buy
810
+759
+1,488% +$369K 0.06% 189
2026
Q2 		$32.6K Hold
51
– – ﹤0.01% 387
2026
Q1 		$13.8K Hold
51
– – ﹤0.01% 464
2025
Q4 		$8.78K Hold
51
– – ﹤0.01% 481
2025
Q3 		$6.12K Sell
51
-343
-87% -$28K ﹤0.01% 509
2025
Q2 		$25.2K Hold
394
– – 0.01% 393
2025
Q1 		$16.1K Sell
394
-1,354
-77% -$64.2K ﹤0.01% 482
2024
Q4 		$78.8K Sell
1,748
-424
-20% -$21.3K 0.02% 206
2024
Q3 		$112K Buy
+2,172
New +$110K 0.04% 172

Other funds holding WDC

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Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

ORG Wealth Partners increased its Western Digital (WDC) stake by 1,488% in Q3 2026, buying an estimated $369K and bringing the position to 810 shares worth $368K. The position accounts for 0.06% of the portfolio, ranked #189.

ORG Wealth Partners first reported a position in WDC in Q3 2024 and has held it in 9 quarters since. 905 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • ORG Wealth Partners held 810 shares of Western Digital worth $368K as of Q3 2026.
  • ORG Wealth Partners bought 759 Western Digital shares in Q3 2026, an estimated $369K.
  • Western Digital made up 0.06% of ORG Wealth Partners's portfolio in Q3 2026, its #189 holding.
  • ORG Wealth Partners first reported a position in Western Digital in Q3 2024 and has held it in 9 quarters since.
  • 905 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.