TRB Wealth Management’s Western Digital WDC Stock Holding History

TRB Wealth 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	$878K	Hold	1,375	–	–	0.12%	101
2026 Q1	$372K	Buy	+1,375	New	+$359K	0.05%	181

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

TRB Wealth Management's WDC Position: Q2 2026 in Review

TRB Wealth Management held its Western Digital (WDC) position steady in Q2 2026 at 1,375 shares worth $878K. The position accounts for 0.12% of the portfolio, ranked #101.

TRB Wealth Management first reported a position in WDC in Q1 2026 and has held it in 2 quarters since. 1,832 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

TRB Wealth Management held 1,375 shares of Western Digital worth $878K as of Q2 2026.
TRB Wealth Management left its Western Digital share count unchanged in Q2 2026.
Western Digital made up 0.12% of TRB Wealth Management's portfolio in Q2 2026, its #101 holding.
TRB Wealth Management first reported a position in Western Digital in Q1 2026 and has held it in 2 quarters since.
1,832 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.