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Venturi Wealth Management’s Western Digital WDC Stock Holding History

Venturi Wealth Management’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 		$1.16M Sell
1,814
-185
-9% -$90K 0.04% 203
2026
Q1 		$541K Sell
1,999
-811
-29% -$212K 0.02% 334
2025
Q4 		$484K Sell
2,810
-208
-7% -$31.5K 0.02% 351
2025
Q3 		$362K Buy
+3,018
New +$247K 0.02% 402
2025
Q2 		– Sell
-10,159
Closed -$411K – 617
2025
Q1 		$411K Sell
10,159
-971
-9% -$46.1K 0.02% 363
2024
Q4 		$502K Buy
11,130
+10,676
+2,352% +$537K 0.02% 333
2024
Q3 		$23.4K Buy
454
+263
+138% +$13.3K ﹤0.01% 973
2024
Q2 		$10.9K Buy
191
+68
+55% +$3.77K ﹤0.01% 1085
2024
Q1 		$6.35K Sell
123
-20
-14% -$876 ﹤0.01% 1032
2023
Q4 		$5.66K Sell
143
-3
-2% -$105 ﹤0.01% 1007
2023
Q3 		$5.02K Buy
146
+139
+1,986% +$4.38K ﹤0.01% 980
2023
Q2 		$190 Buy
+7
New +$195 ﹤0.01% 1138

Other funds holding WDC

AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Venturi Wealth Management's WDC Position: Q2 2026 in Review

Venturi Wealth Management reduced its Western Digital (WDC) stake by 9.3% in Q2 2026, selling an estimated $90K and leaving 1,814 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #203.

Venturi Wealth Management first reported a position in WDC in Q2 2023 and has held it in 12 quarters since. 285 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Venturi Wealth Management held 1,814 shares of Western Digital worth $1.16M as of Q2 2026.
  • Venturi Wealth Management sold 185 Western Digital shares in Q2 2026, an estimated $90K.
  • Western Digital made up 0.04% of Venturi Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Venturi Wealth Management first reported a position in Western Digital in Q2 2023 and has held it in 12 quarters since.
  • 285 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.