Bank Julius Baer & Co’s Western Digital WDC Stock Holding History

Bank Julius Baer & Co’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	$192M	Buy	299,651 +298,301	+22,096%	+$145M	0.5%	46
2026 Q1	$365K	Buy	+1,350	New	+$352K	﹤0.01%	459
2025 Q2	–	Sell	-2,080	Closed	-$84.1K	–	638
2025 Q1	$84.1K	Sell	2,080 -401	-16%	-$19K	﹤0.01%	499
2024 Q4	$123K	Buy	2,481 +133	+6%	+$6.69K	﹤0.01%	455
2024 Q3	$144K	Buy	+2,348	New	+$119K	﹤0.01%	411
2024 Q2	–	Sell	-49,890	Closed	-$2.38M	–	554
2024 Q1	$2.38M	Sell	49,890 -25,715	-34%	-$1.13M	0.01%	219
2023 Q4	$2.99M	Buy	+75,605	New	+$2.65M	0.01%	224
2023 Q2	–	Sell	-3,173	Closed	-$90K	–	609
2023 Q1	$90K	Buy	+3,173	New	+$93.1K	﹤0.01%	492
2021 Q2	–	Sell	-1,852	Closed	-$93K	–	879
2021 Q1	$93K	Sell	1,852 -13,220	-88%	-$618K	﹤0.01%	627
2020 Q4	$631K	Buy	15,072 +13,815	+1,099%	+$459K	0.01%	420
2020 Q3	$35K	Hold	1,257	–	–	﹤0.01%	632
2020 Q2	$42K	Hold	1,257	–	–	﹤0.01%	578
2020 Q1	$40K	Buy	+1,257	New	+$55.7K	﹤0.01%	554

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank Julius Baer & Co's WDC Position: Q2 2026 in Review

Bank Julius Baer & Co increased its Western Digital (WDC) stake by 22,096% in Q2 2026, buying an estimated $145M and bringing the position to 299,651 shares worth $192M. The position accounts for 0.5% of the portfolio, ranked #46.

Bank Julius Baer & Co first reported a position in WDC in Q1 2020 and has held it in 13 quarters since. 1,847 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Bank Julius Baer & Co held 299,651 shares of Western Digital worth $192M as of Q2 2026.
Bank Julius Baer & Co bought 298,301 Western Digital shares in Q2 2026, an estimated $145M.
Western Digital made up 0.5% of Bank Julius Baer & Co's portfolio in Q2 2026, its #46 holding.
Bank Julius Baer & Co first reported a position in Western Digital in Q1 2020 and has held it in 13 quarters since.
1,847 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.