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Quantum Financial Advisors’s Western Digital WDC Stock Holding History

Quantum Financial Advisors’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 		$903K Sell
1,414
-18
-1% -$8.75K 0.09% 84
2026
Q1 		$387K Buy
1,432
+10
+0.7% +$2.61K 0.04% 129
2025
Q4 		$245K Buy
+1,422
New +$216K 0.03% 181

Other funds holding WDC

AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Quantum Financial Advisors's WDC Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Western Digital (WDC) stake by 1.3% in Q2 2026, selling an estimated $8.75K and leaving 1,414 shares worth $903K. The position accounts for 0.09% of the portfolio, ranked #84.

Quantum Financial Advisors first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Quantum Financial Advisors held 1,414 shares of Western Digital worth $903K as of Q2 2026.
  • Quantum Financial Advisors sold 18 Western Digital shares in Q2 2026, an estimated $8.75K.
  • Western Digital made up 0.09% of Quantum Financial Advisors's portfolio in Q2 2026, its #84 holding.
  • Quantum Financial Advisors first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.