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Pinnacle Wealth Planning Services’s Western Digital WDC Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.78M Sell
2,792
-409
-13% -$199K 0.17% 79
2026
Q1 		$866K Sell
3,201
-91
-3% -$23.8K 0.09% 124
2025
Q4 		$567K Buy
3,292
+182
+6% +$27.6K 0.06% 191
2025
Q3 		$373K Buy
+3,110
New +$254K 0.04% 272
2021
Q1 		– Sell
-116
Closed -$5K – 1932
2020
Q4 		$5K Buy
+116
New +$3.85K ﹤0.01% 1690

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

Pinnacle Wealth Planning Services's WDC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Western Digital (WDC) stake by 13% in Q2 2026, selling an estimated $199K and leaving 2,792 shares worth $1.78M. The position accounts for 0.17% of the portfolio, ranked #79.

Pinnacle Wealth Planning Services first reported a position in WDC in Q4 2020 and has held it in 5 quarters since. 1,849 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,792 shares of Western Digital worth $1.78M as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 409 Western Digital shares in Q2 2026, an estimated $199K.
  • Western Digital made up 0.17% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #79 holding.
  • Pinnacle Wealth Planning Services first reported a position in Western Digital in Q4 2020 and has held it in 5 quarters since.
  • 1,849 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.