Position in WDC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$124,550
+$83,206 QoQ
Shares Held
195
-18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,625
of 1,836 holders
Holding Since
Mar 2021
7 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, 2026Concord Wealth Partners holds $894,304 across 8 Computer Hardware names. WDC ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
1,206 | $520,340 | |
| 2 | SNDK |
Sandisk Corp
|
64 | $145,518 | |
| 3 | WDC |
Western Digital Corp
This page
|
195 | $124,550 | |
| 4 | STX |
Seagate Technology Holdings plc
|
81 | $78,165 | |
| 5 | HPQ |
Hp Inc
|
726 | $15,928 | |
| 6 | ANET |
Arista Networks, Inc.
|
27 | $4,586 | |
| 7 | QUBT |
Quantum Computing Inc.
|
420 | $4,074 | |
| 8 | SMCI |
Super Micro Computer, Inc.
|
39 | $1,143 |
All Filings in WDC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,550 | 195 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $41,344 | 240 | Shares | Sole | 2026-01-29 | |
| 2022-03-31 | $5,113 | 103 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $11,607 | 178 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $846 | 15 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,839 | 68 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,935 | 29 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||