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Bailard’s Western Digital WDC Stock Holding History

Bailard’s Portfolio WDC Stock Details WDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,040
Closed -$1.09M – 857
2026
Q1 		$1.09M Buy
+4,040
New +$1.05M 0.03% 311
2018
Q3 		– Sell
-48,571
Closed -$2.84M – 565
2018
Q2 		$2.84M Buy
+48,571
New +$3.09M 0.17% 133
2016
Q1 		– Sell
-19,177
Closed -$870K – 357
2015
Q4 		$870K Sell
19,177
-13,041
-40% -$666K 0.38% 96
2015
Q3 		$1.94M Buy
32,218
+516
+2% +$31K 0.3% 57
2015
Q2 		$1.88M Buy
31,702
+1,221
+4% +$87.5K 0.29% 60
2015
Q1 		$2.1M Sell
30,481
-607
-2% -$47.5K 0.29% 62
2014
Q4 		$2.6M Buy
31,088
+630
+2% +$47.6K 0.37% 44
2014
Q3 		$2.24M Sell
30,458
-1,405
-4% -$106K 0.34% 44
2014
Q2 		$2.22M Buy
31,863
+790
+3% +$53K 0.34% 46
2014
Q1 		$2.16M Buy
31,073
+17
+0.1% +$1.11K 0.34% 48
2013
Q4 		$1.97M Buy
31,056
+1,319
+4% +$73.7K 0.32% 48
2013
Q3 		$1.43M Buy
+29,737
New +$1.47M 0.27% 67

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bailard's WDC Position: Q2 2026 in Review

Bailard sold out of Western Digital (WDC) in Q2 2026, closing a stake of 4,040 shares — an estimated $1.09M sold.

Bailard first reported a position in WDC in Q3 2013 and held it in 12 quarters. The position peaked at $2.84M in Q2 2018. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Bailard reported no remaining Western Digital position as of Q2 2026 after selling out during the quarter.
  • Bailard sold 4,040 Western Digital shares in Q2 2026, an estimated $1.09M.
  • Bailard first reported a position in Western Digital in Q3 2013 and held it in 12 quarters.
  • Bailard's Western Digital position peaked at $2.84M in Q2 2018.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.