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SHP Wealth Management’s Western Digital WDC Stock Holding History

SHP 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
Q1 		$16K Buy
59
+55
+1,375% +$14.4K ﹤0.01% 783
2025
Q4 		$729 Buy
+4
New +$607 ﹤0.01% 1303

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's WDC Position: Q1 2026 in Review

SHP Wealth Management increased its Western Digital (WDC) stake by 1,375% in Q1 2026, buying an estimated $14.4K and bringing the position to 59 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

SHP Wealth Management first reported a position in WDC in Q4 2025 and has held it in 2 quarters since. 1,413 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • SHP Wealth Management held 59 shares of Western Digital worth $16K as of Q1 2026.
  • SHP Wealth Management bought 55 Western Digital shares in Q1 2026, an estimated $14.4K.
  • Western Digital made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #783 holding.
  • SHP Wealth Management first reported a position in Western Digital in Q4 2025 and has held it in 2 quarters since.
  • 1,413 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.