Strategic Wealth Partners’s Western Digital WDC Stock Holding History

Strategic Wealth Partners’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	$18.1K	Hold	67	–	–	﹤0.01%	735
2025 Q4	$11.5K	Buy	67 +61	+1,017%	+$9.25K	﹤0.01%	848
2025 Q3	$720	Hold	6	–	–	﹤0.01%	1234
2025 Q2	$384	Buy	+6	New	+$286	﹤0.01%	1090
2021 Q4	–	Sell	-15,458	Closed	-$659K	–	305
2021 Q3	$659K	Buy	15,458 +6,214	+67%	+$295K	0.19%	141
2021 Q2	$497K	Buy	9,244 +443	+5%	+$24K	0.16%	154
2021 Q1	$444K	Buy	8,801 +2,238	+34%	+$105K	0.18%	128
2020 Q4	$275K	Buy	+6,563	New	+$218K	0.12%	154
2020 Q2	–	Sell	-16,187	Closed	-$777K	–	170
2020 Q1	$777K	Hold	16,187	–	–	0.4%	73
2019 Q4	$777K	Buy	16,187 +1,172	+8%	+$48.9K	0.4%	73
2019 Q3	$664	Buy	+15,015	New	+$641K	﹤0.01%	218

Other funds holding WDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Wealth Partners's WDC Position: Q1 2026 in Review

Strategic Wealth Partners held its Western Digital (WDC) position steady in Q1 2026 at 67 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Strategic Wealth Partners first reported a position in WDC in Q3 2019 and has held it in 11 quarters since. The position peaked at $777K in Q1 2020. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Strategic Wealth Partners held 67 shares of Western Digital worth $18.1K as of Q1 2026.
Strategic Wealth Partners left its Western Digital share count unchanged in Q1 2026.
Western Digital made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #735 holding.
Strategic Wealth Partners first reported a position in Western Digital in Q3 2019 and has held it in 11 quarters since.
Strategic Wealth Partners's Western Digital position peaked at $777K in Q1 2020.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.