RWB
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RMR Wealth Builders's WDC Position: Q2 2026 in Review

RMR Wealth Builders increased its Western Digital (WDC) stake by 300% in Q2 2026, buying an estimated $2.41M and bringing the position to 6,610 shares worth $4.22M. The position accounts for 0.26% of the portfolio, ranked #62.

RMR Wealth Builders first reported a position in WDC in Q1 2026 and has held it in 2 quarters since. 1,845 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • RMR Wealth Builders held 6,610 shares of Western Digital worth $4.22M as of Q2 2026.
  • RMR Wealth Builders bought 4,957 Western Digital shares in Q2 2026, an estimated $2.41M.
  • Western Digital made up 0.26% of RMR Wealth Builders's portfolio in Q2 2026, its #62 holding.
  • RMR Wealth Builders first reported a position in Western Digital in Q1 2026 and has held it in 2 quarters since.
  • 1,845 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.