Pines Wealth Management’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
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

Pines Wealth Management's WDC Position: Q2 2026 in Review

Pines Wealth Management reduced its Western Digital (WDC) stake by 40% in Q2 2026, selling an estimated $462K and leaving 1,419 shares worth $906K. The position accounts for 0.26% of the portfolio, ranked #96.

Pines Wealth Management first reported a position in WDC in Q2 2025 and has held it in 5 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Pines Wealth Management held 1,419 shares of Western Digital worth $906K as of Q2 2026.
  • Pines Wealth Management sold 951 Western Digital shares in Q2 2026, an estimated $462K.
  • Western Digital made up 0.26% of Pines Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Pines Wealth Management first reported a position in Western Digital in Q2 2025 and has held it in 5 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.