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St. Louis Financial Planners Asset Management’s Western Digital WDC Stock Holding History

St. Louis Financial Planners Asset 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
Q2 		$6.57M Sell
12,184
-6,483
-35% -$3.15M 3.5% 4
2026
Q1 		$5.05M Buy
+18,667
New +$4.87M 2.86% 6

Other funds holding WDC

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

St. Louis Financial Planners Asset Management's WDC Position: Q2 2026 in Review

St. Louis Financial Planners Asset Management reduced its Western Digital (WDC) stake by 35% in Q2 2026, selling an estimated $3.15M and leaving 12,184 shares worth $6.57M. The position accounts for 3.5% of the portfolio, ranked #4.

St. Louis Financial Planners Asset Management first reported a position in WDC in Q1 2026 and has held it in 2 quarters since. 669 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • St. Louis Financial Planners Asset Management held 12,184 shares of Western Digital worth $6.57M as of Q2 2026.
  • St. Louis Financial Planners Asset Management sold 6,483 Western Digital shares in Q2 2026, an estimated $3.15M.
  • Western Digital made up 3.5% of St. Louis Financial Planners Asset Management's portfolio in Q2 2026, its #4 holding.
  • St. Louis Financial Planners Asset Management first reported a position in Western Digital in Q1 2026 and has held it in 2 quarters since.
  • 669 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.