Perigon Wealth Management’s Western Digital WDC Stock Holding History

Perigon Wealth Management’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	$2.77M	Buy	6,088 +655	+12%	+$318K	0.04%	335
2026 Q2	$3.47M	Sell	5,433 -777	-13%	-$378K	0.05%	295
2026 Q1	$1.68M	Sell	6,210 -203	-3%	-$53K	0.03%	412
2025 Q4	$1.1M	Buy	6,413 +1,475	+30%	+$224K	0.02%	508
2025 Q3	$593K	Buy	4,938 +761	+18%	+$62.2K	0.01%	679
2025 Q2	$267K	Buy	+4,177	New	+$199K	0.01%	883
2025 Q1	–	Sell	-4,400	Closed	-$214K	–	1103
2024 Q4	$214K	Sell	4,400 -410	-9%	-$20.6K	0.01%	953
2024 Q3	$248K	Buy	+4,810	New	+$243K	0.01%	854
2021 Q1	–	Sell	-1,475	Closed	-$62K	–	1032
2020 Q4	$62K	Buy	+1,475	New	+$49K	0.01%	682
2018 Q2	–	Sell	-303	Closed	-$21K	–	592
2018 Q1	$21K	Hold	303	–	–	0.01%	433
2017 Q4	$18K	Hold	303	–	–	0.01%	423
2017 Q3	$20K	Hold	303	–	–	0.01%	448
2017 Q2	$20K	Hold	303	–	–	﹤0.01%	450
2017 Q1	$19K	Hold	303	–	–	﹤0.01%	472
2016 Q4	$18K	Hold	303	–	–	﹤0.01%	486
2016 Q3	$13K	Hold	303	–	–	﹤0.01%	455
2016 Q2	$11K	Buy	+303	New	+$10K	﹤0.01%	370

Other funds holding WDC

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Perigon Wealth Management's WDC Position: Q3 2026 in Review

Perigon Wealth Management increased its Western Digital (WDC) stake by 12% in Q3 2026, buying an estimated $318K and bringing the position to 6,088 shares worth $2.77M. The position accounts for 0.04% of the portfolio, ranked #335.

Perigon Wealth Management first reported a position in WDC in Q2 2016 and has held it in 17 quarters since. The position peaked at $3.47M in Q2 2026. 429 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Perigon Wealth Management held 6,088 shares of Western Digital worth $2.77M as of Q3 2026.
Perigon Wealth Management bought 655 Western Digital shares in Q3 2026, an estimated $318K.
Western Digital made up 0.04% of Perigon Wealth Management's portfolio in Q3 2026, its #335 holding.
Perigon Wealth Management first reported a position in Western Digital in Q2 2016 and has held it in 17 quarters since.
Perigon Wealth Management's Western Digital position peaked at $3.47M in Q2 2026.
429 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.