VisionPoint Advisory Group’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
Q2
$899K Buy
1,408
+454
+48% +$221K 0.15% 158
2026
Q1
$258K Buy
+954
New +$249K 0.05% 367

Other funds holding WDC

VisionPoint Advisory Group's WDC Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Western Digital (WDC) stake by 48% in Q2 2026, buying an estimated $221K and bringing the position to 1,408 shares worth $899K. The position accounts for 0.15% of the portfolio, ranked #158.

VisionPoint Advisory Group first reported a position in WDC in Q1 2026 and has held it in 2 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • VisionPoint Advisory Group held 1,408 shares of Western Digital worth $899K as of Q2 2026.
  • VisionPoint Advisory Group bought 454 Western Digital shares in Q2 2026, an estimated $221K.
  • Western Digital made up 0.15% of VisionPoint Advisory Group's portfolio in Q2 2026, its #158 holding.
  • VisionPoint Advisory Group first reported a position in Western Digital in Q1 2026 and has held it in 2 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.