Bellevue Asset Management’s Western Digital WDC Stock Holding History

Bellevue Asset Management’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	$192K	Hold	300	–	–	0.09%	90
2026 Q1	$81.1K	Hold	300	–	–	0.04%	122
2025 Q4	$51.7K	Hold	300	–	–	0.02%	153
2025 Q3	$36K	Hold	300	–	–	0.02%	188
2025 Q2	$19.2K	Hold	300	–	–	0.01%	238
2025 Q1	$12.1K	Sell	300 -97	-24%	-$4.6K	0.01%	263
2024 Q4	$17.9K	Hold	397	–	–	0.01%	243
2024 Q3	$20.5K	Hold	397	–	–	0.01%	227
2024 Q2	$22.7K	Hold	397	–	–	0.01%	216
2024 Q1	$20.5K	Hold	397	–	–	0.01%	221
2023 Q4	$15.7K	Hold	397	–	–	0.01%	240
2023 Q3	$13.7K	Hold	397	–	–	0.01%	240
2023 Q2	$11.4K	Hold	397	–	–	0.01%	260
2023 Q1	$11.3K	Hold	397	–	–	0.01%	266
2022 Q4	$9.39K	Hold	397	–	–	0.01%	275
2022 Q3	$10K	Hold	397	–	–	0.01%	282
2022 Q2	$14K	Hold	397	–	–	0.01%	269
2022 Q1	$15K	Hold	397	–	–	0.01%	285
2021 Q4	$20K	Hold	397	–	–	0.01%	274
2021 Q3	$17K	Hold	397	–	–	0.01%	298
2021 Q2	$21K	Hold	397	–	–	0.01%	283
2021 Q1	$20K	Hold	397	–	–	0.01%	292
2020 Q4	$16K	Hold	397	–	–	0.01%	306
2020 Q3	$11K	Hold	397	–	–	0.01%	323
2020 Q2	$13K	Hold	397	–	–	0.01%	311
2020 Q1	$13K	Hold	397	–	–	0.01%	311
2019 Q4	$19K	Buy	+397	New	+$16.6K	0.01%	256

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

Bellevue Asset Management's WDC Position: Q2 2026 in Review

Bellevue Asset Management held its Western Digital (WDC) position steady in Q2 2026 at 300 shares worth $192K. The position accounts for 0.09% of the portfolio, ranked #90.

Bellevue Asset Management first reported a position in WDC in Q4 2019 and has held it in 27 quarters since. 1,845 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Bellevue Asset Management held 300 shares of Western Digital worth $192K as of Q2 2026.
Bellevue Asset Management left its Western Digital share count unchanged in Q2 2026.
Western Digital made up 0.09% of Bellevue Asset Management's portfolio in Q2 2026, its #90 holding.
Bellevue Asset Management first reported a position in Western Digital in Q4 2019 and has held it in 27 quarters since.
1,845 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.