Ballentine Partners’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.03M Sell
4,739
-640
-12% -$311K 0.04% 160
2026
Q1
$1.45M Buy
5,379
+401
+8% +$105K 0.02% 267
2025
Q4
$858K Sell
4,978
-261
-5% -$39.6K 0.01% 362
2025
Q3
$629K Sell
5,239
-296
-5% -$24.2K 0.01% 428
2025
Q2
$354K Buy
+5,535
New +$264K 0.01% 618

Other funds holding WDC

Ballentine Partners's WDC Position: Q2 2026 in Review

Ballentine Partners reduced its Western Digital (WDC) stake by 12% in Q2 2026, selling an estimated $311K and leaving 4,739 shares worth $3.03M. The position accounts for 0.04% of the portfolio, ranked #160.

Ballentine Partners first reported a position in WDC in Q2 2025 and has held it in 5 quarters since. 260 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Ballentine Partners held 4,739 shares of Western Digital worth $3.03M as of Q2 2026.
  • Ballentine Partners sold 640 Western Digital shares in Q2 2026, an estimated $311K.
  • Western Digital made up 0.04% of Ballentine Partners's portfolio in Q2 2026, its #160 holding.
  • Ballentine Partners first reported a position in Western Digital in Q2 2025 and has held it in 5 quarters since.
  • 260 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.