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Capital Performance Advisors’s Western Digital WDC Stock Holding History

Capital Performance Advisors’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 		– Sell
-4,442
Closed -$1.2M – 491
2026
Q1 		$1.2M Sell
4,442
-7
-0.2% -$1.83K 0.08% 107
2025
Q4 		$766K Buy
4,449
+182
+4% +$27.6K 0.05% 150
2025
Q3 		$512K Buy
4,267
+560
+15% +$45.8K 0.08% 127
2025
Q2 		$237K Buy
+3,707
New +$176K 0.05% 208
2024
Q4 		– Sell
-790
Closed -$40.8K – 2672
2024
Q3 		$40.8K Buy
+790
New +$39.9K 0.01% 406

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

Capital Performance Advisors's WDC Position: Q2 2026 in Review

Capital Performance Advisors sold out of Western Digital (WDC) in Q2 2026, closing a stake of 4,442 shares — an estimated $1.2M sold.

Capital Performance Advisors first reported a position in WDC in Q3 2024 and held it in 5 quarters. The position peaked at $1.2M in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Capital Performance Advisors reported no remaining Western Digital position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 4,442 Western Digital shares in Q2 2026, an estimated $1.2M.
  • Capital Performance Advisors first reported a position in Western Digital in Q3 2024 and held it in 5 quarters.
  • Capital Performance Advisors's Western Digital position peaked at $1.2M in Q1 2026.
  • 1,835 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.