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Beta Wealth Group, Inc.

SEC CIK
0001594417
Latest filing
Jul 24, 2026

WDC holding history

Western Digital Corp in every 13F filed by Beta Wealth Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WDC overviewAll 13F holders of WDCFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q2 2021
Holdings of WDC by Beta Wealth Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−800−100.0%Sold outHolders
Q1 2026800$216.4K0.1%−2,000−71.4%ReducedHolders
Q4 20252,800$482.4K0.2%−4,300−60.6%ReducedHolders
Q3 20257,100$852.5K0.3%−931−11.6%ReducedHolders
Q2 20258,031$531.2K0.2%−169−2.1%ReducedHolders
Q1 20258,200$331.5K0.1%−100−1.2%ReducedHolders
Q4 20248,300$494.9K0.2%+200+2.5%AddedHolders
Q3 20248,100$553.1K0.2%+500+6.6%AddedHolders
Q2 20247,600$575.9K0.3%−400−5.0%ReducedHolders
Q1 20248,000$545.9K0.3%+700+9.6%AddedHolders
Q4 20237,300$382.3K0.2%00.0%UnchangedHolders
Q3 20237,300$333.1K0.2%+200+2.8%AddedHolders
Q2 20237,100$269.3K0.2%−90,900−92.8%ReducedHolders
Q1 202398,000$3.69M2.1%+98,000NewHolders
Q3 20220$00.0%−5,200−100.0%Sold outHolders
Q2 20225,200$233.0K0.2%+200+4.0%AddedHolders
Q1 20225,000$248.0K0.2%+5,000NewHolders
Q3 20210$00.0%−3,415−100.0%Sold outHolders
Q2 20213,415$243.0K0.2%+3,415NewHolders