PGF
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Plan Group Financial’s Western Digital WDC Stock Holding History

Plan Group Financial’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 		$595K Sell
932
-273
-23% -$133K 0.12% 121
2026
Q1 		$326K Sell
1,205
-258
-18% -$67.4K 0.08% 162
2025
Q4 		$252K Buy
+1,463
New +$222K 0.07% 165

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

Plan Group Financial's WDC Position: Q2 2026 in Review

Plan Group Financial reduced its Western Digital (WDC) stake by 23% in Q2 2026, selling an estimated $133K and leaving 932 shares worth $595K. The position accounts for 0.12% of the portfolio, ranked #121.

Plan Group Financial first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Plan Group Financial held 932 shares of Western Digital worth $595K as of Q2 2026.
  • Plan Group Financial sold 273 Western Digital shares in Q2 2026, an estimated $133K.
  • Western Digital made up 0.12% of Plan Group Financial's portfolio in Q2 2026, its #121 holding.
  • Plan Group Financial first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.