Portside Wealth Group
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Portside Wealth Group’s Western Digital WDC Stock Holding History

Portside Wealth Group’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 		$911K Buy
2,004
+1,073
+115% +$522K 0.1% 201
2026
Q2 		$595K Buy
+931
New +$453K 0.07% 269

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Robeco Institutional Asset Management
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
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New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Portside Wealth Group's WDC Position: Q3 2026 in Review

Portside Wealth Group increased its Western Digital (WDC) stake by 115% in Q3 2026, buying an estimated $522K and bringing the position to 2,004 shares worth $911K. The position accounts for 0.1% of the portfolio, ranked #201.

Portside Wealth Group first reported a position in WDC in Q2 2026 and has held it in 2 quarters since. 429 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Portside Wealth Group held 2,004 shares of Western Digital worth $911K as of Q3 2026.
  • Portside Wealth Group bought 1,073 Western Digital shares in Q3 2026, an estimated $522K.
  • Western Digital made up 0.1% of Portside Wealth Group's portfolio in Q3 2026, its #201 holding.
  • Portside Wealth Group first reported a position in Western Digital in Q2 2026 and has held it in 2 quarters since.
  • 429 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.