Worth Financial 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
$969K Buy
+1,517
New +$738K 0.4% 63
2026
Q1
Sell
-1,447
Closed -$249K 186
2025
Q4
$249K Buy
+1,447
New +$219K 0.12% 158

Other funds holding WDC

Worth Financial Advisory Group's WDC Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Western Digital (WDC) in Q2 2026: 1,517 shares worth $969K. The stake represents 0.4% of the portfolio and ranks #63 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in WDC as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in WDC in Q4 2025 and has held it in 2 quarters since. 1,845 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Worth Financial Advisory Group held 1,517 shares of Western Digital worth $969K as of Q2 2026.
  • Western Digital was a new Worth Financial Advisory Group position in Q2 2026.
  • Western Digital made up 0.4% of Worth Financial Advisory Group's portfolio in Q2 2026, its #63 holding.
  • Worth Financial Advisory Group first reported a position in Western Digital in Q4 2025 and has held it in 2 quarters since.
  • 1,845 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.