Castle Rock Wealth Management, LLC
Position in WDC — Western Digital Corp
CIK 1727605
WALNUT CREEK, CA
Position in WDC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,125,021
+$1,771,491 QoQ
Shares Held
3,327
+154.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#793
of 1,846 holders
Holding Since
Dec 2025
3 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, 2026Castle Rock Wealth Management, LLC holds $3,759,069 across 4 Computer Hardware names. WDC ranks #1 (56.5% of the industry book) .
All Filings in WDC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,125,021 | 3,327 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $353,530 | 1,307 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $225,845 | 1,311 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||