Position in WDC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$86,865
+$70,907 QoQ
Shares Held
136
+130.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,640
of 1,836 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WDC Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026SHP Wealth Management holds $3,243,794 across 15 Computer Hardware names. WDC ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
3,431 | $1,480,339 | |
| 2 | STX |
Seagate Technology Holdings plc
|
943 | $909,995 | |
| 3 | SNDK |
Sandisk Corp
|
125 | $284,216 | |
| 4 | IONQ |
IonQ, Inc.
|
3,309 | $176,237 | |
| 5 | ANET |
Arista Networks, Inc.
|
980 | $166,482 | |
| 6 | WDC |
Western Digital Corp
This page
|
136 | $86,865 | |
| 7 | P |
Everpure, Inc.
|
636 | $50,110 | |
| 8 | SMCI |
Super Micro Computer, Inc.
|
1,078 | $31,617 |
All Filings in WDC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,865 | 136 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $15,958 | 59 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $689 | 4 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||