SWP
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Sagespring Wealth Partners’s Western Digital WDC Stock Holding History

Sagespring Wealth Partners’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
Q1 		$1.09M Buy
4,030
+554
+16% +$145K 0.02% 302
2025
Q4 		$599K Buy
3,476
+630
+22% +$95.5K 0.01% 429
2025
Q3 		$342K Buy
+2,846
New +$233K 0.01% 564

Other funds holding WDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sagespring Wealth Partners's WDC Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Western Digital (WDC) stake by 16% in Q1 2026, buying an estimated $145K and bringing the position to 4,030 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #302.

Sagespring Wealth Partners first reported a position in WDC in Q3 2025 and has held it in 3 quarters since. 1,408 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Sagespring Wealth Partners held 4,030 shares of Western Digital worth $1.09M as of Q1 2026.
  • Sagespring Wealth Partners bought 554 Western Digital shares in Q1 2026, an estimated $145K.
  • Western Digital made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #302 holding.
  • Sagespring Wealth Partners first reported a position in Western Digital in Q3 2025 and has held it in 3 quarters since.
  • 1,408 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.