Planning Strategies’s Western Digital WDC Stock Holding History

Planning Strategies’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	$9.58K	Buy	+15	New	+$7.29K	0.01%	331

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Planning Strategies's WDC Position: Q2 2026 in Review

Planning Strategies opened a new position in Western Digital (WDC) in Q2 2026: 15 shares worth $9.58K. The stake represents 0.01% of the portfolio and ranks #331 among its holdings.

1,753 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Planning Strategies held 15 shares of Western Digital worth $9.58K as of Q2 2026.
Western Digital was a new Planning Strategies position in Q2 2026.
Western Digital made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #331 holding.
1,753 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.