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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Personal CFO Solutions's WDC Position: Q1 2026 in Review

Personal CFO Solutions increased its Western Digital (WDC) stake by 48% in Q1 2026, buying an estimated $413K and bringing the position to 4,857 shares worth $1.31M. The position accounts for 0.18% of the portfolio, ranked #93.

Personal CFO Solutions first reported a position in WDC in Q3 2019 and has held it in 7 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Personal CFO Solutions held 4,857 shares of Western Digital worth $1.31M as of Q1 2026.
  • Personal CFO Solutions bought 1,581 Western Digital shares in Q1 2026, an estimated $413K.
  • Western Digital made up 0.18% of Personal CFO Solutions's portfolio in Q1 2026, its #93 holding.
  • Personal CFO Solutions first reported a position in Western Digital in Q3 2019 and has held it in 7 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.