SWTS
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Stonehaven Wealth & Tax Solutions’s Western Digital WDC Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$227K Buy
+356
New +$173K 0.18% 80
2026
Q1 		– Sell
-1,197
Closed -$206K – 101
2025
Q4 		$206K Buy
+1,197
New +$182K 0.19% 77

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

Stonehaven Wealth & Tax Solutions's WDC Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions opened a new position in Western Digital (WDC) in Q2 2026: 356 shares worth $227K. The stake represents 0.18% of the portfolio and ranks #80 among its holdings. This is a return to the name: Stonehaven Wealth & Tax Solutions previously reported a position in WDC as recently as Q4 2025.

Stonehaven Wealth & Tax Solutions first reported a position in WDC in Q4 2025 and has held it in 2 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions held 356 shares of Western Digital worth $227K as of Q2 2026.
  • Western Digital was a new Stonehaven Wealth & Tax Solutions position in Q2 2026.
  • Western Digital made up 0.18% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #80 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in Western Digital in Q4 2025 and has held it in 2 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.