Position in WDC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,206,604
+$1,894,461 QoQ
Shares Held
6,586
-23.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#634
of 1,836 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $28,374,670 across 19 Computer Hardware names. WDC ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
38,636 | $16,669,882 | |
| 2 | WDC |
Western Digital Corp
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|
6,586 | $4,206,604 | |
| 3 | SNDK |
Sandisk Corp
|
1,268 | $2,883,083 | |
| 4 | STX |
Seagate Technology Holdings plc
|
2,166 | $2,090,190 | |
| 5 | ANET |
Arista Networks, Inc.
|
9,427 | $1,601,454 | |
| 6 | HPQ |
Hp Inc
|
12,080 | $265,030 | |
| 7 | P |
Everpure, Inc.
|
2,705 | $213,123 | |
| 8 | LOGI |
Logitech International S.A.
|
1,576 | $148,202 |
All Filings in WDC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,206,604 | 6,586 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,312,143 | 8,548 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,223,973 | 7,105 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $739,927 | 6,163 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $331,274 | 5,177 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $129,939 | 3,214 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $144,242 | 2,419 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $160,408 | 2,349 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $219,427 | 2,896 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $110,682 | 1,622 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $89,027 | 1,700 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $77,570 | 1,700 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $64,480 | 1,700 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $93,986 | 2,495 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $64,676 | 2,050 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $16,241 | 499 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $7,217 | 161 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $8,936 | 180 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $18,519 | 284 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||