Position in WDC
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$478,226
+$274,259 QoQ
Shares Held
1,768
+49.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 Mar 31, 2026Root Financial Partners, LLC holds $2,264,955 across 19 Computer Hardware names. WDC ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
|
7,091 | $870,632 | |
| 2 | WDC |
Western Digital Corp
This page
|
1,768 | $478,226 | |
| 3 | STX |
Seagate Technology Holdings plc
|
678 | $265,613 | |
| 4 | DELL |
Dell Technologies Inc.
|
1,380 | $226,499 | |
| 5 | SNDK |
Sandisk Corp
|
215 | $136,598 | |
| 6 | HPQ |
Hp Inc
|
5,470 | $105,078 | |
| 7 | RGTI |
Rigetti Computing, Inc.
|
5,366 | $75,338 | |
| 8 | IONQ |
IonQ, Inc.
|
1,725 | $49,731 |
All Filings in WDC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $478,226 | 1,768 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $203,967 | 1,184 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $126,663 | 1,055 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||