Position in WDC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,796,080
+$482,311 QoQ
Shares Held
2,812
-42.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#829
of 1,836 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in WDC Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $8,852,256 across 6 Computer Hardware names. WDC ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STX |
Seagate Technology Holdings plc
|
5,097 | $4,918,605 | |
| 2 | WDC |
Western Digital Corp
This page
|
2,812 | $1,796,080 | |
| 3 | HPQ |
Hp Inc
|
30,162 | $661,754 | |
| 4 | ANET |
Arista Networks, Inc.
|
2,953 | $501,655 | |
| 5 | SNDK |
Sandisk Corp
|
218 | $495,673 | |
| 6 | DELL |
Dell Technologies Inc.
|
1,109 | $478,489 |
All Filings in WDC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,796,080 | 2,812 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,313,769 | 4,857 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $564,356 | 3,276 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $353,216 | 2,942 | Shares | Defined | 2025-11-10 | |
| 2024-09-30 | $269,472 | 3,946 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $309,444 | 4,084 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $270,366 | 3,962 | Shares | Defined | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||