Toth Financial Advisory’s Western Digital WDC Stock Holding History

Toth Financial Advisory’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 Q3	$14.5K	Buy	32 +22	+220%	+$10.7K	﹤0.01%	547
2026 Q2	$6.39K	Buy	10 +6	+150%	+$2.92K	﹤0.01%	630
2026 Q1	$1.08K	Buy	+4	New	+$1.04K	﹤0.01%	803
2024 Q3	–	Sell	-15,691	Closed	-$899K	–	778
2024 Q2	$899K	Buy	+15,691	New	+$870K	0.11%	126
2023 Q2	–	Sell	-114	Closed	-$3.24K	–	900
2023 Q1	$3.24K	Buy	+114	New	+$3.34K	﹤0.01%	594
2022 Q1	–	Sell	-5,292	Closed	-$261K	–	812
2021 Q4	$261K	Buy	+5,292	New	+$230K	0.04%	188
2021 Q3	–	Sell	-15,545	Closed	-$836K	–	800
2021 Q2	$836K	Buy	15,545 +1,786	+13%	+$96.6K	0.13%	119
2021 Q1	$694K	Buy	+13,759	New	+$643K	0.11%	142
2019 Q2	–	Sell	-53	Closed	-$2K	–	480
2019 Q1	$2K	Sell	53 -609	-92%	-$20.8K	﹤0.01%	397
2018 Q4	$18K	Hold	662	–	–	﹤0.01%	251
2018 Q3	$29K	Hold	662	–	–	0.01%	236
2018 Q2	$39K	Hold	662	–	–	0.01%	220
2018 Q1	$46K	Hold	662	–	–	0.01%	218
2017 Q4	$40K	Buy	+662	New	+$42.6K	0.01%	226

Other funds holding WDC

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

VEM

Vann Equity Management Plano, Texas $168M AUM

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Toth Financial Advisory's WDC Position: Q3 2026 in Review

Toth Financial Advisory increased its Western Digital (WDC) stake by 220% in Q3 2026, buying an estimated $10.7K and bringing the position to 32 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Toth Financial Advisory first reported a position in WDC in Q4 2017 and has held it in 14 quarters since. The position peaked at $899K in Q2 2024. 43 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Toth Financial Advisory held 32 shares of Western Digital worth $14.5K as of Q3 2026.
Toth Financial Advisory bought 22 Western Digital shares in Q3 2026, an estimated $10.7K.
Western Digital made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #547 holding.
Toth Financial Advisory first reported a position in Western Digital in Q4 2017 and has held it in 14 quarters since.
Toth Financial Advisory's Western Digital position peaked at $899K in Q2 2024.
43 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.