RMR Wealth Builders
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RMR Wealth Builders’s Western Digital WDC Stock Holding History

RMR Wealth Builders’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 		$4.16M Buy
9,160
+2,550
+39% +$1.24M 0.24% 65
2026
Q2 		$4.22M Buy
6,610
+4,957
+300% +$2.41M 0.26% 62
2026
Q1 		$447K Buy
+1,653
New +$432K 0.04% 187

Other funds holding WDC

AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

RMR Wealth Builders's WDC Position: Q3 2026 in Review

RMR Wealth Builders increased its Western Digital (WDC) stake by 39% in Q3 2026, buying an estimated $1.24M and bringing the position to 9,160 shares worth $4.16M. The position accounts for 0.24% of the portfolio, ranked #65.

RMR Wealth Builders first reported a position in WDC in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.22M in Q2 2026. 420 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • RMR Wealth Builders held 9,160 shares of Western Digital worth $4.16M as of Q3 2026.
  • RMR Wealth Builders bought 2,550 Western Digital shares in Q3 2026, an estimated $1.24M.
  • Western Digital made up 0.24% of RMR Wealth Builders's portfolio in Q3 2026, its #65 holding.
  • RMR Wealth Builders first reported a position in Western Digital in Q1 2026 and has held it in 3 quarters since.
  • RMR Wealth Builders's Western Digital position peaked at $4.22M in Q2 2026.
  • 420 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.