Triad Wealth Partners’s Western Digital WDC Stock Holding History

Triad 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	$455K	Buy	+863	New	+$420K	0.03%	339

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

Triad Wealth Partners's WDC Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Western Digital (WDC) in Q2 2026: 863 shares worth $455K. The stake represents 0.03% of the portfolio and ranks #339 among its holdings.

1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Triad Wealth Partners held 863 shares of Western Digital worth $455K as of Q2 2026.
Western Digital was a new Triad Wealth Partners position in Q2 2026.
Western Digital made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #339 holding.
1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.