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SteelPeak Wealth’s Western Digital WDC Stock Holding History

SteelPeak Wealth’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 		$6.53M Sell
10,220
-3,556
-26% -$1.73M 0.17% 109
2026
Q1 		$3.73M Sell
13,776
-21,289
-61% -$5.56M 0.11% 139
2025
Q4 		$6.04M Buy
35,065
+33,180
+1,760% +$5.03M 0.2% 93
2025
Q3 		$226K Sell
1,885
-24,683
-93% -$2.02M 0.01% 520
2025
Q2 		$1.7M Buy
26,568
+2,611
+11% +$124K 0.07% 208
2025
Q1 		$969K Buy
23,957
+14,881
+164% +$706K 0.04% 256
2024
Q4 		$409K Sell
9,076
-13,097
-59% -$658K 0.02% 365
2024
Q3 		$1.14M Buy
22,173
+18,024
+434% +$911K 0.05% 215
2024
Q2 		$238K Buy
+4,149
New +$230K 0.01% 434
2024
Q1 		– Sell
-6,222
Closed -$246K – 558
2023
Q4 		$246K Buy
+6,222
New +$218K 0.01% 360
2022
Q2 		– Sell
-5,371
Closed -$202K – 487
2022
Q1 		$202K Hold
5,371
– – 0.01% 400
2021
Q4 		$265K Hold
5,371
– – 0.02% 344
2021
Q3 		$229K Hold
5,371
– – 0.02% 375
2021
Q2 		$289K Hold
5,371
– – 0.02% 342
2021
Q1 		$271K Hold
5,371
– – 0.02% 314
2020
Q4 		$225K Buy
+5,371
New +$178K 0.02% 294
2020
Q3 		– Sell
-7,017
Closed -$234K – 328
2020
Q2 		$234K Buy
7,017
+5
+0.1% +$162 0.03% 218
2020
Q1 		$221K Sell
7,012
-2,756
-28% -$122K 0.03% 200
2019
Q4 		$469K Buy
+9,768
New +$407K 0.06% 173

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

SteelPeak Wealth's WDC Position: Q2 2026 in Review

SteelPeak Wealth reduced its Western Digital (WDC) stake by 26% in Q2 2026, selling an estimated $1.73M and leaving 10,220 shares worth $6.53M. The position accounts for 0.17% of the portfolio, ranked #109.

SteelPeak Wealth first reported a position in WDC in Q4 2019 and has held it in 19 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • SteelPeak Wealth held 10,220 shares of Western Digital worth $6.53M as of Q2 2026.
  • SteelPeak Wealth sold 3,556 Western Digital shares in Q2 2026, an estimated $1.73M.
  • Western Digital made up 0.17% of SteelPeak Wealth's portfolio in Q2 2026, its #109 holding.
  • SteelPeak Wealth first reported a position in Western Digital in Q4 2019 and has held it in 19 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.