Regent Peak Wealth Advisors’s Western Digital WDC Stock Holding History

Regent Peak Wealth 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	$526K	Sell	824 -242	-23%	-$118K	0.1%	93
2026 Q1	$288K	Buy	+1,066	New	+$278K	0.06%	147
2021 Q1	–	Sell	-1,158	Closed	-$48K	–	992
2020 Q4	$48K	Buy	+1,158	New	+$38.4K	0.02%	316

Other funds holding WDC

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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

Regent Peak Wealth Advisors's WDC Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Western Digital (WDC) stake by 23% in Q2 2026, selling an estimated $118K and leaving 824 shares worth $526K. The position accounts for 0.1% of the portfolio, ranked #93.

Regent Peak Wealth Advisors first reported a position in WDC in Q4 2020 and has held it in 3 quarters since. 303 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Regent Peak Wealth Advisors held 824 shares of Western Digital worth $526K as of Q2 2026.
Regent Peak Wealth Advisors sold 242 Western Digital shares in Q2 2026, an estimated $118K.
Western Digital made up 0.1% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #93 holding.
Regent Peak Wealth Advisors first reported a position in Western Digital in Q4 2020 and has held it in 3 quarters since.
303 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.