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Summit Wealth Group (Colorado)’s Western Digital WDC Stock Holding History

Summit Wealth Group (Colorado)’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 		$715K Sell
1,119
-267
-19% -$130K 0.06% 169
2026
Q1 		$375K Buy
+1,386
New +$362K 0.04% 219
2025
Q4 		– Sell
-3,664
Closed -$932K – 644
2025
Q3 		$932K Buy
+3,664
New +$299K 0.1% 176

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

Summit Wealth Group (Colorado)'s WDC Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Western Digital (WDC) stake by 19% in Q2 2026, selling an estimated $130K and leaving 1,119 shares worth $715K. The position accounts for 0.06% of the portfolio, ranked #169.

Summit Wealth Group (Colorado) first reported a position in WDC in Q3 2025 and has held it in 3 quarters since. The position peaked at $932K in Q3 2025. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,119 shares of Western Digital worth $715K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 267 Western Digital shares in Q2 2026, an estimated $130K.
  • Western Digital made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #169 holding.
  • Summit Wealth Group (Colorado) first reported a position in Western Digital in Q3 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Western Digital position peaked at $932K in Q3 2025.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.