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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caprock Group's WDC Position: Q1 2026 in Review

Caprock Group increased its Western Digital (WDC) stake by 21% in Q1 2026, buying an estimated $1.8M and bringing the position to 39,580 shares worth $10.7M. The position accounts for 0.26% of the portfolio, ranked #65.

Caprock Group first reported a position in WDC in Q3 2016 and has held it in 17 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Caprock Group held 39,580 shares of Western Digital worth $10.7M as of Q1 2026.
  • Caprock Group bought 6,889 Western Digital shares in Q1 2026, an estimated $1.8M.
  • Western Digital made up 0.26% of Caprock Group's portfolio in Q1 2026, its #65 holding.
  • Caprock Group first reported a position in Western Digital in Q3 2016 and has held it in 17 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.