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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
Q2 		$2.32M Sell
3,626
-404
-10% -$196K 0.04% 197
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 $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

Sagespring Wealth Partners's WDC Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Western Digital (WDC) stake by 10% in Q2 2026, selling an estimated $196K and leaving 3,626 shares worth $2.32M. The position accounts for 0.04% of the portfolio, ranked #197.

Sagespring Wealth Partners first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. 1,849 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Sagespring Wealth Partners held 3,626 shares of Western Digital worth $2.32M as of Q2 2026.
  • Sagespring Wealth Partners sold 404 Western Digital shares in Q2 2026, an estimated $196K.
  • Western Digital made up 0.04% of Sagespring Wealth Partners's portfolio in Q2 2026, its #197 holding.
  • Sagespring Wealth Partners first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
  • 1,849 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.