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Principle Wealth Partners’s Western Digital WDC Stock Holding History

Principle Wealth Partners’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
Q1 		– Sell
-1,803
Closed -$311K – 391
2025
Q4 		$311K Buy
1,803
+3
+0.2% +$455 0.02% 308
2025
Q3 		$216K Buy
+1,800
New +$147K 0.01% 346

Other funds holding WDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principle Wealth Partners's WDC Position: Q1 2026 in Review

Principle Wealth Partners sold out of Western Digital (WDC) in Q1 2026, closing a stake of 1,803 shares — an estimated $311K sold.

Principle Wealth Partners first reported a position in WDC in Q3 2025 and held it in 2 quarters. The position peaked at $311K in Q4 2025. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Principle Wealth Partners reported no remaining Western Digital position as of Q1 2026 after selling out during the quarter.
  • Principle Wealth Partners sold 1,803 Western Digital shares in Q1 2026, an estimated $311K.
  • Principle Wealth Partners first reported a position in Western Digital in Q3 2025 and held it in 2 quarters.
  • Principle Wealth Partners's Western Digital position peaked at $311K in Q4 2025.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.