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Braun Stacey Associates’s Western Digital WDC Stock Holding History

Braun Stacey Associates’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
Q1 		$56.1M Sell
207,494
-35,872
-15% -$9.36M 1.87% 11
2025
Q4 		$41.9M Sell
243,366
-18,751
-7% -$2.84M 1.36% 15
2025
Q3 		$31.5M Buy
+262,117
New +$21.4M 1.03% 28
2021
Q3 		– Sell
-318,172
Closed -$17.1M – 142
2021
Q2 		$17.1M Buy
318,172
+118,514
+59% +$6.41M 0.67% 76
2021
Q1 		$10.1M Buy
+199,658
New +$9.34M 0.42% 97

Other funds holding WDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Braun Stacey Associates's WDC Position: Q1 2026 in Review

Braun Stacey Associates reduced its Western Digital (WDC) stake by 15% in Q1 2026, selling an estimated $9.36M and leaving 207,494 shares worth $56.1M. The position accounts for 1.87% of the portfolio, ranked #11.

Braun Stacey Associates first reported a position in WDC in Q1 2021 and has held it in 5 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Braun Stacey Associates held 207,494 shares of Western Digital worth $56.1M as of Q1 2026.
  • Braun Stacey Associates sold 35,872 Western Digital shares in Q1 2026, an estimated $9.36M.
  • Western Digital made up 1.87% of Braun Stacey Associates's portfolio in Q1 2026, its #11 holding.
  • Braun Stacey Associates first reported a position in Western Digital in Q1 2021 and has held it in 5 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Braun Stacey Associates's 13F filing for Q1 2026, filed 22 Apr 2026.