Sherman Wealth Management’s Western Digital WDC Stock Holding History

Sherman Wealth Management’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 Q3	–	Sell	-414	Closed	-$265K	–	88
2026 Q2	$265K	Buy	+414	New	+$201K	0.2%	73

Other funds holding WDC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Sherman Wealth Management's WDC Position: Q3 2026 in Review

Sherman Wealth Management sold out of Western Digital (WDC) in Q3 2026, closing a stake of 414 shares — an estimated $265K sold.

Sherman Wealth Management first reported a position in WDC in Q2 2026 and held it in 1 quarter. The position peaked at $265K in Q2 2026. 1,447 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Sherman Wealth Management reported no remaining Western Digital position as of Q3 2026 after selling out during the quarter.
Sherman Wealth Management sold 414 Western Digital shares in Q3 2026, an estimated $265K.
Sherman Wealth Management first reported a position in Western Digital in Q2 2026 and held it in 1 quarter.
Sherman Wealth Management's Western Digital position peaked at $265K in Q2 2026.
1,447 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Sherman Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.