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Personal CFO Solutions’s Western Digital WDC Stock Holding History

Personal CFO Solutions’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 		$1.8M Sell
2,812
-2,045
-42% -$994K 0.26% 67
2026
Q1 		$1.31M Buy
4,857
+1,581
+48% +$413K 0.18% 93
2025
Q4 		$564K Buy
3,276
+334
+11% +$50.6K 0.09% 215
2025
Q3 		$353K Buy
+2,942
New +$240K 0.06% 293
2024
Q4 		– Sell
-5,221
Closed -$269K – 620
2024
Q3 		$269K Sell
5,221
-182
-3% -$9.2K 0.04% 457
2024
Q2 		$309K Buy
5,403
+161
+3% +$8.93K 0.05% 368
2024
Q1 		$270K Buy
+5,242
New +$230K 0.04% 427
2019
Q4 		– Sell
-24,831
Closed -$1.13M – 385
2019
Q3 		$1.13M Buy
+24,831
New +$1.06M 0.45% 53

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Personal CFO Solutions's WDC Position: Q2 2026 in Review

Personal CFO Solutions reduced its Western Digital (WDC) stake by 42% in Q2 2026, selling an estimated $994K and leaving 2,812 shares worth $1.8M. The position accounts for 0.26% of the portfolio, ranked #67.

Personal CFO Solutions first reported a position in WDC in Q3 2019 and has held it in 8 quarters since. 1,847 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Personal CFO Solutions held 2,812 shares of Western Digital worth $1.8M as of Q2 2026.
  • Personal CFO Solutions sold 2,045 Western Digital shares in Q2 2026, an estimated $994K.
  • Western Digital made up 0.26% of Personal CFO Solutions's portfolio in Q2 2026, its #67 holding.
  • Personal CFO Solutions first reported a position in Western Digital in Q3 2019 and has held it in 8 quarters since.
  • 1,847 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.