PDS Planning’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$708K Buy
2,616
+100
+4% +$26.1K 0.05% 198
2025
Q4
$433K Buy
2,516
+342
+16% +$51.9K 0.03% 288
2025
Q3
$261K Buy
+2,174
New +$178K 0.02% 418

Other funds holding WDC

PDS Planning's WDC Position: Q1 2026 in Review

PDS Planning increased its Western Digital (WDC) stake by 4% in Q1 2026, buying an estimated $26.1K and bringing the position to 2,616 shares worth $708K. The position accounts for 0.05% of the portfolio, ranked #198.

PDS Planning first reported a position in WDC in Q3 2025 and has held it in 3 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • PDS Planning held 2,616 shares of Western Digital worth $708K as of Q1 2026.
  • PDS Planning bought 100 Western Digital shares in Q1 2026, an estimated $26.1K.
  • Western Digital made up 0.05% of PDS Planning's portfolio in Q1 2026, its #198 holding.
  • PDS Planning first reported a position in Western Digital in Q3 2025 and has held it in 3 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.