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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
Q2 		$99M Sell
154,944
-52,550
-25% -$25.6M 2.81% 7
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 $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

Braun Stacey Associates's WDC Position: Q2 2026 in Review

Braun Stacey Associates reduced its Western Digital (WDC) stake by 25% in Q2 2026, selling an estimated $25.6M and leaving 154,944 shares worth $99M. The position accounts for 2.81% of the portfolio, ranked #7.

Braun Stacey Associates first reported a position in WDC in Q1 2021 and has held it in 6 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Braun Stacey Associates held 154,944 shares of Western Digital worth $99M as of Q2 2026.
  • Braun Stacey Associates sold 52,550 Western Digital shares in Q2 2026, an estimated $25.6M.
  • Western Digital made up 2.81% of Braun Stacey Associates's portfolio in Q2 2026, its #7 holding.
  • Braun Stacey Associates first reported a position in Western Digital in Q1 2021 and has held it in 6 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Braun Stacey Associates's 13F filing for Q2 2026, filed 5 Aug 2026.