Position in WDC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,469,291
-$481,754 QoQ
Shares Held
3,866
-64.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#757
of 1,836 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WDC Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $13,121,868 across 7 Computer Hardware names. WDC ranks #3 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
1,320 | $3,001,323 | |
| 2 | STX |
Seagate Technology Holdings plc
|
2,786 | $2,688,490 | |
| 3 | WDC |
Western Digital Corp
This page
|
3,866 | $2,469,291 | |
| 4 | DELL |
Dell Technologies Inc.
|
5,098 | $2,199,583 | |
| 5 | ANET |
Arista Networks, Inc.
|
12,182 | $2,069,478 | |
| 6 | HPQ |
Hp Inc
|
16,266 | $356,876 | |
| 7 | P |
Everpure, Inc.
|
4,275 | $336,827 |
All Filings in WDC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,469,291 | 3,866 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,951,045 | 10,910 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,893,247 | 10,990 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $356,338 | 2,968 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||