Valley Wealth Managers’s Western Digital WDC Stock Holding History

Valley Wealth Managers’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	$54.5K	Hold	120	–	–	﹤0.01%	221
2026 Q2	$76.6K	Hold	120	–	–	﹤0.01%	206
2026 Q1	$32.5K	Buy	+120	New	+$31.3K	﹤0.01%	230
2024 Q3	–	Sell	-1	Closed	-$64	–	445
2024 Q2	$64	Hold	1	–	–	﹤0.01%	365
2024 Q1	$58	Hold	1	–	–	﹤0.01%	310
2023 Q4	$44	Buy	+1	New	+$35	﹤0.01%	331
2017 Q2	–	Sell	-61	Closed	-$4K	–	179
2017 Q1	$4K	Hold	61	–	–	﹤0.01%	188
2016 Q4	$3K	Buy	+61	New	+$2.81K	﹤0.01%	208

Other funds holding WDC

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Valley Wealth Managers's WDC Position: Q3 2026 in Review

Valley Wealth Managers held its Western Digital (WDC) position steady in Q3 2026 at 120 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Valley Wealth Managers first reported a position in WDC in Q4 2016 and has held it in 8 quarters since. The position peaked at $76.6K in Q2 2026. 389 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Valley Wealth Managers held 120 shares of Western Digital worth $54.5K as of Q3 2026.
Valley Wealth Managers left its Western Digital share count unchanged in Q3 2026.
Western Digital made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #221 holding.
Valley Wealth Managers first reported a position in Western Digital in Q4 2016 and has held it in 8 quarters since.
Valley Wealth Managers's Western Digital position peaked at $76.6K in Q2 2026.
389 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.