UFPG
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United Financial Planning Group’s Western Digital WDC Stock Holding History

United Financial Planning 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
Q2 		$28.1K Hold
44
– – 0.01% 138
2026
Q1 		$11.9K Hold
44
– – 0.01% 186
2025
Q4 		$7.58K Buy
+44
New +$6.67K ﹤0.01% 231

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 $3.38T AUM 44.17% 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

United Financial Planning Group's WDC Position: Q2 2026 in Review

United Financial Planning Group held its Western Digital (WDC) position steady in Q2 2026 at 44 shares worth $28.1K. The position accounts for 0.01% of the portfolio, ranked #138.

United Financial Planning Group first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • United Financial Planning Group held 44 shares of Western Digital worth $28.1K as of Q2 2026.
  • United Financial Planning Group left its Western Digital share count unchanged in Q2 2026.
  • Western Digital made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #138 holding.
  • United Financial Planning Group first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.