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True Wealth Design’s Western Digital WDC Stock Holding History

True Wealth Design’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 		$559K Buy
875
+44
+5% +$21.4K 0.13% 36
2026
Q1 		$225K Buy
831
+216
+35% +$56.4K 0.06% 80
2025
Q4 		$106K Buy
615
+230
+60% +$34.9K 0.03% 176
2025
Q3 		$46.2K Buy
385
+219
+132% +$17.9K 0.01% 335
2025
Q2 		$10.6K Sell
166
-55
-25% -$2.62K ﹤0.01% 556
2025
Q1 		$8.94K Buy
221
+168
+317% +$7.97K ﹤0.01% 507
2024
Q4 		$2.39K Sell
53
-521
-91% -$26.2K ﹤0.01% 693
2024
Q3 		$29.6K Buy
574
+549
+2,196% +$27.7K 0.01% 252
2024
Q2 		$1.44K Buy
25
+6
+32% +$333 ﹤0.01% 434
2024
Q1 		$956 Buy
19
+8
+73% +$350 ﹤0.01% 477
2023
Q4 		$419 Buy
11
+2
+22% +$70 ﹤0.01% 515
2023
Q3 		$320 Buy
9
+1
+13% +$32 ﹤0.01% 543
2023
Q2 		$228 Sell
8
-36
-82% -$1K ﹤0.01% 629
2023
Q1 		$1.24K Buy
44
+36
+450% +$1.06K ﹤0.01% 381
2022
Q4 		$189 Buy
+8
New +$211 ﹤0.01% 674

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

True Wealth Design's WDC Position: Q2 2026 in Review

True Wealth Design increased its Western Digital (WDC) stake by 5.3% in Q2 2026, buying an estimated $21.4K and bringing the position to 875 shares worth $559K. The position accounts for 0.13% of the portfolio, ranked #36.

True Wealth Design first reported a position in WDC in Q4 2022 and has held it in 15 quarters since. 1,845 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • True Wealth Design held 875 shares of Western Digital worth $559K as of Q2 2026.
  • True Wealth Design bought 44 Western Digital shares in Q2 2026, an estimated $21.4K.
  • Western Digital made up 0.13% of True Wealth Design's portfolio in Q2 2026, its #36 holding.
  • True Wealth Design first reported a position in Western Digital in Q4 2022 and has held it in 15 quarters since.
  • 1,845 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.