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

Private 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	$130K	Sell	203 -100	-33%	-$48.6K	0.03%	145
2026 Q1	$82K	Sell	303 -98	-24%	-$25.6K	0.02%	147
2025 Q4	$69.1K	Buy	401 +2	+0.5%	+$303	0.02%	157
2025 Q3	$47.9K	Hold	399	–	–	0.01%	196
2025 Q2	$25.5K	Buy	399 +202	+103%	+$9.62K	0.01%	255
2025 Q1	$7.96K	Sell	197 -210	-52%	-$9.96K	﹤0.01%	550
2024 Q4	$18.4K	Buy	407 +11	+3%	+$553	0.01%	320
2024 Q3	$20.4K	Buy	396 +14	+4%	+$707	0.01%	281
2024 Q2	$21.9K	Buy	382 +121	+46%	+$6.71K	0.01%	262
2024 Q1	$13.4K	Buy	261 +3	+1%	+$131	0.01%	344
2023 Q4	$10.2K	Buy	+258	New	+$9.03K	0.01%	400

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 Management Group's WDC Position: Q2 2026 in Review

Private Wealth Management Group reduced its Western Digital (WDC) stake by 33% in Q2 2026, selling an estimated $48.6K and leaving 203 shares worth $130K. The position accounts for 0.03% of the portfolio, ranked #145.

Private Wealth Management Group first reported a position in WDC in Q4 2023 and has held it in 11 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Private Wealth Management Group held 203 shares of Western Digital worth $130K as of Q2 2026.
Private Wealth Management Group sold 100 Western Digital shares in Q2 2026, an estimated $48.6K.
Western Digital made up 0.03% of Private Wealth Management Group's portfolio in Q2 2026, its #145 holding.
Private Wealth Management Group first reported a position in Western Digital in Q4 2023 and has held it in 11 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.