Twin Peaks Wealth Advisors’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$116K Buy
+429
New +$112K 0.03% 264
2025
Q3
Sell
-282
Closed -$21.4K 2120
2025
Q2
$21.4K Buy
+282
New +$13.4K 0.01% 579

Other funds holding WDC

Twin Peaks Wealth Advisors's WDC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Western Digital (WDC) in Q1 2026: 429 shares worth $116K. The stake represents 0.03% of the portfolio and ranks #264 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in WDC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in WDC in Q2 2025 and has held it in 2 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 429 shares of Western Digital worth $116K as of Q1 2026.
  • Western Digital was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Western Digital made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #264 holding.
  • Twin Peaks Wealth Advisors first reported a position in Western Digital in Q2 2025 and has held it in 2 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.