Sun Group Wealth Partners’s Western Digital WDC Stock Holding History

Sun Group 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 Q2	$650K	Hold	1,017	–	–	0.44%	44
2026 Q1	$275K	Buy	+1,017	New	+$265K	0.22%	61

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sun Group Wealth Partners's WDC Position: Q2 2026 in Review

Sun Group Wealth Partners held its Western Digital (WDC) position steady in Q2 2026 at 1,017 shares worth $650K. The position accounts for 0.44% of the portfolio, ranked #44.

Sun Group Wealth Partners first reported a position in WDC in Q1 2026 and has held it in 2 quarters since. 1,842 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Sun Group Wealth Partners held 1,017 shares of Western Digital worth $650K as of Q2 2026.
Sun Group Wealth Partners left its Western Digital share count unchanged in Q2 2026.
Western Digital made up 0.44% of Sun Group Wealth Partners's portfolio in Q2 2026, its #44 holding.
Sun Group Wealth Partners first reported a position in Western Digital in Q1 2026 and has held it in 2 quarters since.
1,842 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.