James T. Borello RIA
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James T. Borello RIA’s Western Digital WDC Stock Holding History

James T. Borello RIA’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 		$50K Sell
110
-6
-5% -$2.92K 0.01% 248
2026
Q2 		$74.1K Buy
116
+9
+8% +$4.38K 0.02% 196
2026
Q1 		$28.9K Buy
107
+59
+123% +$15.4K 0.01% 297
2025
Q4 		$8.27K Buy
48
+1
+2% +$152 ﹤0.01% 465
2025
Q3 		$5.64K Buy
+47
New +$3.84K ﹤0.01% 423

Other funds holding WDC

AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

James T. Borello RIA's WDC Position: Q3 2026 in Review

James T. Borello RIA reduced its Western Digital (WDC) stake by 5.2% in Q3 2026, selling an estimated $2.92K and leaving 110 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #248.

James T. Borello RIA first reported a position in WDC in Q3 2025 and has held it in 5 quarters since. The position peaked at $74.1K in Q2 2026. 398 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • James T. Borello RIA held 110 shares of Western Digital worth $50K as of Q3 2026.
  • James T. Borello RIA sold 6 Western Digital shares in Q3 2026, an estimated $2.92K.
  • Western Digital made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #248 holding.
  • James T. Borello RIA first reported a position in Western Digital in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Western Digital position peaked at $74.1K in Q2 2026.
  • 398 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.