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Breakwater Investment Management’s Western Digital WDC Stock Holding History

Breakwater Investment 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 		$5.75K Buy
9
+2
+29% +$972 ﹤0.01% 261
2026
Q1 		$1.89K Hold
7
– – ﹤0.01% 289
2025
Q4 		$1.21K Hold
7
– – ﹤0.01% 291
2025
Q3 		$841 Buy
+7
New +$572 ﹤0.01% 312

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 $3.38T AUM 44.17% 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

Breakwater Investment Management's WDC Position: Q2 2026 in Review

Breakwater Investment Management increased its Western Digital (WDC) stake by 29% in Q2 2026, buying an estimated $972 and bringing the position to 9 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Breakwater Investment Management first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Breakwater Investment Management held 9 shares of Western Digital worth $5.75K as of Q2 2026.
  • Breakwater Investment Management bought 2 Western Digital shares in Q2 2026, an estimated $972.
  • Western Digital made up ﹤0.01% of Breakwater Investment Management's portfolio in Q2 2026, its #261 holding.
  • Breakwater Investment Management first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Breakwater Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.