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Caprock Group’s Western Digital WDC Stock Holding History

Caprock Group’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 		$23.9M Sell
37,392
-2,188
-6% -$1.06M 0.46% 36
2026
Q1 		$10.7M Buy
39,580
+6,889
+21% +$1.8M 0.26% 65
2025
Q4 		$5.63M Buy
32,691
+10,921
+50% +$1.66M 0.12% 138
2025
Q3 		$1.75M Buy
+21,770
New +$1.78M 0.04% 390
2025
Q1 		$653K Buy
16,144
+6,130
+61% +$291K 0.02% 615
2024
Q4 		$451K Sell
10,014
-1,263
-11% -$63.5K 0.01% 659
2024
Q3 		$582K Buy
11,277
+57
+0.5% +$2.88K 0.02% 527
2024
Q2 		$643K Buy
11,220
+5,986
+114% +$332K 0.03% 475
2024
Q1 		$270K Buy
+5,234
New +$229K 0.02% 593
2018
Q4 		– Sell
-8,508
Closed -$380K – 413
2018
Q3 		$380K Sell
8,508
-2,337
-22% -$118K 0.08% 219
2018
Q2 		$639K Sell
10,845
-694
-6% -$44.2K 0.14% 140
2018
Q1 		$809K Buy
11,539
+1,696
+17% +$114K 0.17% 115
2017
Q4 		$618K Sell
9,843
-2,387
-20% -$154K 0.12% 171
2017
Q3 		$803K Sell
12,230
-365
-3% -$24.2K 0.17% 130
2017
Q2 		$848K Sell
12,595
-282
-2% -$18.7K 0.19% 114
2017
Q1 		$803K Sell
12,877
-4,941
-28% -$284K 0.19% 102
2016
Q4 		$915K Sell
17,818
-9,211
-34% -$425K 0.23% 87
2016
Q3 		$1.2M Buy
+27,029
New +$1.02M 0.27% 89

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

Caprock Group's WDC Position: Q2 2026 in Review

Caprock Group reduced its Western Digital (WDC) stake by 5.5% in Q2 2026, selling an estimated $1.06M and leaving 37,392 shares worth $23.9M. The position accounts for 0.46% of the portfolio, ranked #36.

Caprock Group first reported a position in WDC in Q3 2016 and has held it in 18 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Caprock Group held 37,392 shares of Western Digital worth $23.9M as of Q2 2026.
  • Caprock Group sold 2,188 Western Digital shares in Q2 2026, an estimated $1.06M.
  • Western Digital made up 0.46% of Caprock Group's portfolio in Q2 2026, its #36 holding.
  • Caprock Group first reported a position in Western Digital in Q3 2016 and has held it in 18 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.