VisionPoint Advisory Group
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VisionPoint Advisory Group’s Western Digital WDC Stock Holding History

VisionPoint Advisory 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
Q3 		$596K Sell
1,312
-96
-7% -$46.7K 0.09% 216
2026
Q2 		$899K Buy
1,408
+454
+48% +$221K 0.15% 158
2026
Q1 		$258K Buy
+954
New +$249K 0.05% 367

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VisionPoint Advisory Group's WDC Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Western Digital (WDC) stake by 6.8% in Q3 2026, selling an estimated $46.7K and leaving 1,312 shares worth $596K. The position accounts for 0.09% of the portfolio, ranked #216.

VisionPoint Advisory Group first reported a position in WDC in Q1 2026 and has held it in 3 quarters since. The position peaked at $899K in Q2 2026. 366 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • VisionPoint Advisory Group held 1,312 shares of Western Digital worth $596K as of Q3 2026.
  • VisionPoint Advisory Group sold 96 Western Digital shares in Q3 2026, an estimated $46.7K.
  • Western Digital made up 0.09% of VisionPoint Advisory Group's portfolio in Q3 2026, its #216 holding.
  • VisionPoint Advisory Group first reported a position in Western Digital in Q1 2026 and has held it in 3 quarters since.
  • VisionPoint Advisory Group's Western Digital position peaked at $899K in Q2 2026.
  • 366 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.