Private Wealth Asset Management’s Western Digital WDC Stock Holding History

Private Wealth Asset Management’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	$431K	Hold	675	–	–	0.04%	190
2026 Q1	$183K	Sell	675 -185	-22%	-$48.3K	0.02%	267
2025 Q4	$148K	Hold	860	–	–	0.02%	287
2025 Q3	$103K	Hold	860	–	–	0.01%	304
2025 Q2	$55K	Sell	860 -14	-2%	-$667	0.01%	382
2025 Q1	$35.3K	Buy	+874	New	+$41.5K	0.01%	431

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

Private Wealth Asset Management's WDC Position: Q2 2026 in Review

Private Wealth Asset Management held its Western Digital (WDC) position steady in Q2 2026 at 675 shares worth $431K. The position accounts for 0.04% of the portfolio, ranked #190.

Private Wealth Asset Management first reported a position in WDC in Q1 2025 and has held it in 6 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Private Wealth Asset Management held 675 shares of Western Digital worth $431K as of Q2 2026.
Private Wealth Asset Management left its Western Digital share count unchanged in Q2 2026.
Western Digital made up 0.04% of Private Wealth Asset Management's portfolio in Q2 2026, its #190 holding.
Private Wealth Asset Management first reported a position in Western Digital in Q1 2025 and has held it in 6 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.