TFC Financial Management’s Western Digital WDC Stock Holding History

TFC Financial Management’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	$9.58K	Buy	15 +5	+50%	+$2.43K	﹤0.01%	430
2026 Q1	$2.71K	Hold	10	–	–	﹤0.01%	509
2025 Q4	$1.72K	Hold	10	–	–	﹤0.01%	543
2025 Q3	$1.2K	Hold	10	–	–	﹤0.01%	608
2025 Q2	$640	Hold	10	–	–	﹤0.01%	641
2025 Q1	$405	Sell	10 -3	-23%	-$142	﹤0.01%	674
2024 Q4	$597	Hold	13	–	–	﹤0.01%	633
2024 Q3	$683	Buy	13 +2	+18%	+$101	﹤0.01%	624
2024 Q2	$607	Hold	11	–	–	﹤0.01%	609
2024 Q1	$546	Hold	11	–	–	﹤0.01%	624
2023 Q4	$419	Hold	11	–	–	﹤0.01%	622
2023 Q3	$366	Hold	11	–	–	﹤0.01%	641
2023 Q2	$304	Buy	+11	New	+$306	﹤0.01%	637
2022 Q3	–	Sell	-34	Closed	-$1K	–	582
2022 Q2	$1K	Hold	34	–	–	﹤0.01%	511
2022 Q1	$1K	Hold	34	–	–	﹤0.01%	519
2021 Q4	$2K	Hold	34	–	–	﹤0.01%	495
2021 Q3	$1K	Hold	34	–	–	﹤0.01%	557
2021 Q2	$2K	Hold	34	–	–	﹤0.01%	476
2021 Q1	$2K	Hold	34	–	–	﹤0.01%	466
2020 Q4	$1K	Hold	34	–	–	﹤0.01%	540
2020 Q3	$1K	Buy	+34	New	+$1.01K	﹤0.01%	514

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

TFC Financial Management's WDC Position: Q2 2026 in Review

TFC Financial Management increased its Western Digital (WDC) stake by 50% in Q2 2026, buying an estimated $2.43K and bringing the position to 15 shares worth $9.58K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

TFC Financial Management first reported a position in WDC in Q3 2020 and has held it in 21 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

TFC Financial Management held 15 shares of Western Digital worth $9.58K as of Q2 2026.
TFC Financial Management bought 5 Western Digital shares in Q2 2026, an estimated $2.43K.
Western Digital made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #430 holding.
TFC Financial Management first reported a position in Western Digital in Q3 2020 and has held it in 21 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.