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Caldwell Trust’s Western Digital WDC Stock Holding History

Caldwell Trust’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 		$35.1K Buy
55
+35
+175% +$17K ﹤0.01% 538
2026
Q1 		$5.41K Hold
20
– – ﹤0.01% 707
2025
Q4 		$3.44K Buy
+20
New +$3.03K ﹤0.01% 706
2020
Q3 		– Sell
-774
Closed -$25.8K – 766
2020
Q2 		$25.8K Hold
774
– – ﹤0.01% 516
2020
Q1 		$24.3K Hold
774
– – ﹤0.01% 525
2019
Q4 		$37.1K Buy
+774
New +$32.3K 0.01% 499

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

Caldwell Trust's WDC Position: Q2 2026 in Review

Caldwell Trust increased its Western Digital (WDC) stake by 175% in Q2 2026, buying an estimated $17K and bringing the position to 55 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Caldwell Trust first reported a position in WDC in Q4 2019 and has held it in 6 quarters since. The position peaked at $37.1K in Q4 2019. 1,845 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Caldwell Trust held 55 shares of Western Digital worth $35.1K as of Q2 2026.
  • Caldwell Trust bought 35 Western Digital shares in Q2 2026, an estimated $17K.
  • Western Digital made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #538 holding.
  • Caldwell Trust first reported a position in Western Digital in Q4 2019 and has held it in 6 quarters since.
  • Caldwell Trust's Western Digital position peaked at $37.1K in Q4 2019.
  • 1,845 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.