Sageworth Trust’s Western Digital WDC Stock Holding History

Sageworth Trust’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	–	Sell	-2,617	Closed	-$451K	–	188
2025 Q4	$451K	Sell	2,617 -680	-21%	-$103K	0.02%	93
2025 Q3	$396K	Buy	+3,297	New	+$269K	0.02%	184

Other funds holding WDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sageworth Trust's WDC Position: Q1 2026 in Review

Sageworth Trust sold out of Western Digital (WDC) in Q1 2026, closing a stake of 2,617 shares — an estimated $451K sold.

Sageworth Trust first reported a position in WDC in Q3 2025 and held it in 2 quarters. The position peaked at $451K in Q4 2025. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Sageworth Trust reported no remaining Western Digital position as of Q1 2026 after selling out during the quarter.
Sageworth Trust sold 2,617 Western Digital shares in Q1 2026, an estimated $451K.
Sageworth Trust first reported a position in Western Digital in Q3 2025 and held it in 2 quarters.
Sageworth Trust's Western Digital position peaked at $451K in Q4 2025.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Sageworth Trust's 13F filing for Q1 2026, filed 29 Apr 2026.