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 Q3	$90.4K	Sell	199 -4	-2%	-$1.94K	0.02%	185
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%	+$9.6K	0.01%	255
2025 Q1	$7.96K	Sell	197 -210	-52%	-$10K	﹤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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Private Wealth Management Group's WDC Position: Q3 2026 in Review

Private Wealth Management Group reduced its Western Digital (WDC) stake by 2% in Q3 2026, selling an estimated $1.94K and leaving 199 shares worth $90.4K. The position accounts for 0.02% of the portfolio, ranked #185.

Private Wealth Management Group first reported a position in WDC in Q4 2023 and has held it in 12 quarters since. The position peaked at $130K in Q2 2026. 1,305 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Private Wealth Management Group held 199 shares of Western Digital worth $90.4K as of Q3 2026.
Private Wealth Management Group sold 4 Western Digital shares in Q3 2026, an estimated $1.94K.
Western Digital made up 0.02% of Private Wealth Management Group's portfolio in Q3 2026, its #185 holding.
Private Wealth Management Group first reported a position in Western Digital in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Western Digital position peaked at $130K in Q2 2026.
1,305 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.