Pines Wealth Management’s Western Digital WDC Stock Holding History

Pines 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	$512K	Sell	1,127 -292	-21%	-$142K	0.15%	129
2026 Q2	$906K	Sell	1,419 -951	-40%	-$462K	0.26%	96
2026 Q1	$641K	Sell	2,370 -693	-23%	-$181K	0.21%	112
2025 Q4	$528K	Sell	3,063 -505	-14%	-$76.6K	0.17%	126
2025 Q3	$428K	Sell	3,568 -330	-8%	-$27K	0.14%	143
2025 Q2	$258K	Buy	+3,898	New	+$186K	0.09%	191

Other funds holding WDC

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

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

Pines Wealth Management reduced its Western Digital (WDC) stake by 21% in Q3 2026, selling an estimated $142K and leaving 1,127 shares worth $512K. The position accounts for 0.15% of the portfolio, ranked #129.

Pines Wealth Management first reported a position in WDC in Q2 2025 and has held it in 6 quarters since. The position peaked at $906K in Q2 2026. 629 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Pines Wealth Management held 1,127 shares of Western Digital worth $512K as of Q3 2026.
Pines Wealth Management sold 292 Western Digital shares in Q3 2026, an estimated $142K.
Western Digital made up 0.15% of Pines Wealth Management's portfolio in Q3 2026, its #129 holding.
Pines Wealth Management first reported a position in Western Digital in Q2 2025 and has held it in 6 quarters since.
Pines Wealth Management's Western Digital position peaked at $906K in Q2 2026.
629 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.