Root Financial Partners’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
Other funds holding WDC
Root Financial Partners's WDC Position: Q2 2026 in Review
Root Financial Partners increased its Western Digital (WDC) stake by 23% in Q2 2026, buying an estimated $201K and bringing the position to 2,182 shares worth $1.39M. The position accounts for 0.05% of the portfolio, ranked #96.
Root Financial Partners first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.
- Root Financial Partners held 2,182 shares of Western Digital worth $1.39M as of Q2 2026.
- Root Financial Partners bought 414 Western Digital shares in Q2 2026, an estimated $201K.
- Western Digital made up 0.05% of Root Financial Partners's portfolio in Q2 2026, its #96 holding.
- Root Financial Partners first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
- 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.
Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.