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Turning Point Benefit Group’s Western Digital WDC Stock Holding History

Turning Point Benefit Group’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
Q1 		– Sell
-16
Closed -$2.76K – 790
2025
Q4 		$2.76K Buy
16
+12
+300% +$1.82K ﹤0.01% 392
2025
Q3 		$522 Buy
+4
New +$327 ﹤0.01% 488

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Turning Point Benefit Group's WDC Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Western Digital (WDC) in Q1 2026, closing a stake of 16 shares — an estimated $2.76K sold.

Turning Point Benefit Group first reported a position in WDC in Q3 2025 and held it in 2 quarters. The position peaked at $2.76K in Q4 2025. 1,415 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Western Digital position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 16 Western Digital shares in Q1 2026, an estimated $2.76K.
  • Turning Point Benefit Group first reported a position in Western Digital in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Western Digital position peaked at $2.76K in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.