Prestige Wealth Management Group’s Western Digital WDC Stock Holding History

Prestige Wealth Management 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 Q2	$166K	Buy	260 +19	+8%	+$9.24K	0.03%	180
2026 Q1	$65.2K	Hold	241	–	–	0.01%	233
2025 Q4	$41.5K	Hold	241	–	–	0.01%	273
2025 Q3	$28.9K	Hold	241	–	–	0.01%	326
2025 Q2	$15.4K	Sell	241 -30	-11%	-$1.43K	﹤0.01%	380
2025 Q1	$11K	Sell	271 -76	-22%	-$3.6K	﹤0.01%	422
2024 Q4	$15.6K	Buy	347 +28	+9%	+$1.41K	﹤0.01%	393
2024 Q3	$16.5K	Hold	319	–	–	﹤0.01%	372
2024 Q2	$18.3K	Hold	319	–	–	﹤0.01%	325
2024 Q1	$16.4K	Hold	319	–	–	﹤0.01%	369
2023 Q4	$12.6K	Hold	319	–	–	﹤0.01%	408
2023 Q3	$11K	Hold	319	–	–	﹤0.01%	423
2023 Q2	$9.14K	Hold	319	–	–	﹤0.01%	479
2023 Q1	$9.08K	Hold	319	–	–	﹤0.01%	452
2022 Q4	$7.6K	Hold	319	–	–	﹤0.01%	521
2022 Q3	$8K	Hold	319	–	–	﹤0.01%	469
2022 Q2	$11K	Hold	319	–	–	﹤0.01%	427
2022 Q1	$12K	Hold	319	–	–	﹤0.01%	433
2021 Q4	$16K	Sell	319 -9	-3%	-$391	﹤0.01%	414
2021 Q3	$14K	Hold	328	–	–	﹤0.01%	427
2021 Q2	$17K	Hold	328	–	–	﹤0.01%	385
2021 Q1	$16K	Hold	328	–	–	﹤0.01%	392
2020 Q4	$13K	Buy	328 +9	+3%	+$299	﹤0.01%	415
2020 Q3	$9K	Hold	319	–	–	﹤0.01%	462
2020 Q2	$11K	Hold	319	–	–	﹤0.01%	419
2020 Q1	$10K	Hold	319	–	–	﹤0.01%	389
2019 Q4	$15K	Hold	319	–	–	0.01%	319
2019 Q3	$14K	Hold	319	–	–	0.01%	314
2019 Q2	$11K	Hold	319	–	–	0.01%	320
2019 Q1	$12K	Sell	319 -51	-14%	-$1.75K	0.01%	322
2018 Q4	$10K	Buy	+370	New	+$13.1K	0.01%	439

Other funds holding WDC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Prestige Wealth Management Group's WDC Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Western Digital (WDC) stake by 7.9% in Q2 2026, buying an estimated $9.24K and bringing the position to 260 shares worth $166K. The position accounts for 0.03% of the portfolio, ranked #180.

Prestige Wealth Management Group first reported a position in WDC in Q4 2018 and has held it in 31 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Prestige Wealth Management Group held 260 shares of Western Digital worth $166K as of Q2 2026.
Prestige Wealth Management Group bought 19 Western Digital shares in Q2 2026, an estimated $9.24K.
Western Digital made up 0.03% of Prestige Wealth Management Group's portfolio in Q2 2026, its #180 holding.
Prestige Wealth Management Group first reported a position in Western Digital in Q4 2018 and has held it in 31 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.