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Valeo Financial Advisors’s Western Digital WDC Stock Holding History

Valeo Financial Advisors’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
Q3 		$710K Sell
1,562
-225
-13% -$109K 0.02% 373
2026
Q2 		$1.14M Buy
1,787
+713
+66% +$347K 0.02% 281
2026
Q1 		$291K Sell
1,074
-730
-40% -$191K 0.01% 561
2025
Q4 		$311K Sell
1,804
-118
-6% -$17.9K 0.01% 609
2025
Q3 		$231K Buy
+1,922
New +$157K 0.01% 706
2024
Q1 		– Sell
-6,562
Closed -$260K – 715
2023
Q4 		$260K Sell
6,562
-50
-0.8% -$1.75K 0.01% 534
2023
Q3 		$228K Buy
+6,612
New +$209K 0.01% 532
2022
Q4 		– Sell
-15,344
Closed -$378K – 612
2022
Q3 		$378K Sell
15,344
-4,650
-23% -$154K 0.02% 298
2022
Q2 		$678K Sell
19,994
-69
-0.3% -$2.77K 0.04% 208
2022
Q1 		$753K Sell
20,063
-1,927
-9% -$79.1K 0.04% 245
2021
Q4 		$1.08M Buy
21,990
+589
+3% +$25.6K 0.06% 177
2021
Q3 		$913K Buy
21,401
+14,752
+222% +$701K 0.05% 203
2021
Q2 		$358K Sell
6,649
-904
-12% -$48.9K 0.02% 327
2021
Q1 		$381K Buy
7,553
+209
+3% +$9.77K 0.02% 319
2020
Q4 		$307K Buy
7,344
+6,615
+907% +$220K 0.02% 329
2020
Q3 		$20K Sell
729
-69
-9% -$2.05K ﹤0.01% 919
2020
Q2 		$27K Buy
798
+764
+2,247% +$24.8K ﹤0.01% 956
2020
Q1 		$1K Hold
34
– – ﹤0.01% 1733
2019
Q4 		$2K Hold
34
– – ﹤0.01% 1492
2019
Q3 		$2K Buy
+34
New +$1.45K ﹤0.01% 1416
2019
Q1 		– Sell
-662
Closed -$18K – 1643
2018
Q4 		$18K Sell
662
-1,319
-67% -$46.7K ﹤0.01% 740
2018
Q3 		$64K Buy
1,981
+601
+44% +$30.4K 0.01% 503
2018
Q2 		$67K Sell
1,380
-45
-3% -$2.86K 0.01% 486
2018
Q1 		$99K Buy
1,425
+763
+115% +$51.4K 0.02% 371
2017
Q4 		$40K Buy
662
+580
+707% +$37.3K 0.01% 515
2017
Q3 		$5K Buy
+82
New +$5.44K ﹤0.01% 887

Other funds holding WDC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors's WDC Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Western Digital (WDC) stake by 13% in Q3 2026, selling an estimated $109K and leaving 1,562 shares worth $710K. The position accounts for 0.02% of the portfolio, ranked #373.

Valeo Financial Advisors first reported a position in WDC in Q3 2017 and has held it in 26 quarters since. The position peaked at $1.14M in Q2 2026. 43 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Valeo Financial Advisors held 1,562 shares of Western Digital worth $710K as of Q3 2026.
  • Valeo Financial Advisors sold 225 Western Digital shares in Q3 2026, an estimated $109K.
  • Western Digital made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #373 holding.
  • Valeo Financial Advisors first reported a position in Western Digital in Q3 2017 and has held it in 26 quarters since.
  • Valeo Financial Advisors's Western Digital position peaked at $1.14M in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.