Capstone Investment Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $608K | Sell |
952
-6,873
| -88% | -$3.34M | ﹤0.01% | 1151 |
|
|
2026
Q1 | $2.12M | Buy |
7,825
+4,923
| +170% | +$1.29M | ﹤0.01% | 632 |
|
|
2025
Q4 | $500K | Buy |
+2,902
| New | +$440K | ﹤0.01% | 1149 |
|
|
2025
Q2 | – | Sell |
-14,427
| Closed | -$687K | – | 1753 |
|
|
2025
Q1 | $583K | Buy |
14,427
+11,729
| +435% | +$556K | ﹤0.01% | 1040 |
|
|
2024
Q4 | $122K | Sell |
2,698
-882
| -25% | -$44.3K | ﹤0.01% | 1677 |
|
|
2024
Q3 | $185K | Buy |
+3,580
| New | +$181K | ﹤0.01% | 1602 |
|
|
2024
Q2 | – | Sell |
-15,973
| Closed | -$886K | – | 2513 |
|
|
2024
Q1 | $824K | Buy |
15,973
+8,196
| +105% | +$359K | ﹤0.01% | 1260 |
|
|
2023
Q4 | $308K | Buy |
+7,777
| New | +$272K | ﹤0.01% | 1582 |
|
|
2023
Q3 | – | Sell |
-11,239
| Closed | -$355K | – | 2310 |
|
|
2023
Q2 | $322K | Buy |
11,239
+3,445
| +44% | +$95.8K | ﹤0.01% | 1358 |
|
|
2023
Q1 | $222K | Buy |
7,794
+1,395
| +22% | +$40.9K | ﹤0.01% | 1250 |
|
|
2022
Q4 | $153K | Sell |
6,399
-108,175
| -94% | -$2.85M | ﹤0.01% | 1343 |
|
|
2022
Q3 | $2.82M | Buy |
114,574
+59,695
| +109% | +$1.98M | 0.02% | 613 |
|
|
2022
Q2 | $1.86M | Sell |
54,879
-46,061
| -46% | -$1.85M | 0.01% | 799 |
|
|
2022
Q1 | $3.79M | Buy |
100,940
+50,026
| +98% | +$2.05M | 0.01% | 797 |
|
|
2021
Q4 | $2.51M | Sell |
50,914
-71,192
| -58% | -$3.09M | ﹤0.01% | 1053 |
|
|
2021
Q3 | $5.21M | Buy |
122,106
+118,929
| +3,743% | +$5.65M | 0.01% | 845 |
|
|
2021
Q2 | $171K | Buy |
+3,177
| New | +$172K | ﹤0.01% | 1523 |
|
|
2020
Q4 | – | Sell |
-123,936
| Closed | -$4.11M | – | 1776 |
|
|
2020
Q3 | $3.42M | Buy |
123,936
+67,067
| +118% | +$1.99M | 0.02% | 619 |
|
|
2020
Q2 | $1.9M | Sell |
56,869
-7,991
| -12% | -$259K | 0.01% | 728 |
|
|
2020
Q1 | $2.04M | Buy |
64,860
+56,988
| +724% | +$2.52M | 0.03% | 515 |
|
|
2019
Q4 | $378K | Buy |
7,872
+7,519
| +2,130% | +$314K | ﹤0.01% | 1188 |
|
|
2019
Q3 | $16K | Sell |
353
-23,745
| -99% | -$1.01M | ﹤0.01% | 1323 |
|
|
2019
Q2 | $866K | Buy |
24,098
+19,065
| +379% | +$653K | 0.01% | 991 |
|
|
2019
Q1 | $183K | Sell |
5,033
-5,825
| -54% | -$199K | ﹤0.01% | 1152 |
|
|
2018
Q4 | $303K | Buy |
10,858
+3,454
| +47% | +$122K | ﹤0.01% | 939 |
|
|
2018
Q3 | $328K | Buy |
7,404
+4,819
| +186% | +$244K | ﹤0.01% | 896 |
|
|
2018
Q2 | $151K | Buy |
+2,585
| New | +$164K | ﹤0.01% | 607 |
|
|
2016
Q3 | – | Sell |
-42,163
| Closed | -$1.51M | – | 928 |
|
|
2016
Q2 | $1.51M | Buy |
42,163
+18,084
| +75% | +$595K | 0.03% | 283 |
|
|
2016
Q1 | $859K | Buy |
24,079
+7,674
| +47% | +$274K | 0.03% | 331 |
|
|
2015
Q4 | $744K | Buy |
+16,405
| New | +$838K | 0.02% | 286 |
|
Other funds holding WDC
Capstone Investment Advisors's WDC Position: Q2 2026 in Review
Capstone Investment Advisors reduced its Western Digital (WDC) stake by 88% in Q2 2026, selling an estimated $3.34M and leaving 952 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.
Capstone Investment Advisors first reported a position in WDC in Q4 2015 and has held it in 30 quarters since. The position peaked at $5.21M in Q3 2021. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.
- Capstone Investment Advisors held 952 shares of Western Digital worth $608K as of Q2 2026.
- Capstone Investment Advisors sold 6,873 Western Digital shares in Q2 2026, an estimated $3.34M.
- Western Digital made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1151 holding.
- Capstone Investment Advisors first reported a position in Western Digital in Q4 2015 and has held it in 30 quarters since.
- Capstone Investment Advisors's Western Digital position peaked at $5.21M in Q3 2021.
- 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.
Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.