Principia Wealth Advisory’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.3K Buy
24
+2
+9% +$972 0.01% 198
2026
Q1
$5.95K Buy
22
+11
+100% +$2.87K ﹤0.01% 270
2025
Q4
$1.9K Buy
11
+1
+10% +$152 ﹤0.01% 481
2025
Q3
$1.2K Buy
10
+2
+25% +$163 ﹤0.01% 586
2025
Q2
$512 Buy
8
+5
+167% +$238 ﹤0.01% 727
2025
Q1
$109 Sell
3
-12
-80% -$569 ﹤0.01% 806
2024
Q4
$656 Buy
+15
New +$754 ﹤0.01% 464

Other funds holding WDC

Principia Wealth Advisory's WDC Position: Q2 2026 in Review

Principia Wealth Advisory increased its Western Digital (WDC) stake by 9.1% in Q2 2026, buying an estimated $972 and bringing the position to 24 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #198.

Principia Wealth Advisory first reported a position in WDC in Q4 2024 and has held it in 7 quarters since. 1,845 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Principia Wealth Advisory held 24 shares of Western Digital worth $15.3K as of Q2 2026.
  • Principia Wealth Advisory bought 2 Western Digital shares in Q2 2026, an estimated $972.
  • Western Digital made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #198 holding.
  • Principia Wealth Advisory first reported a position in Western Digital in Q4 2024 and has held it in 7 quarters since.
  • 1,845 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.