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
Q1 | $2.35M | Sell |
8,700
-3,200
| -27% | -$835K | ﹤0.01% | 600 |
|
|
2025
Q4 | $2.05M | Buy |
11,900
+1,500
| +14% | +$227K | ﹤0.01% | 618 |
|
|
2025
Q3 | $1.25M | Buy |
10,400
+4,600
| +79% | +$376K | ﹤0.01% | 934 |
|
|
2025
Q2 | $371K | Sell |
5,800
-59,000
| -91% | -$2.81M | ﹤0.01% | 1285 |
|
|
2025
Q1 | $2.62M | Sell |
64,800
-25,032
| -28% | -$1.19M | 0.01% | 616 |
|
|
2024
Q4 | $4.05M | Buy |
89,832
+76,073
| +553% | +$3.82M | 0.01% | 621 |
|
|
2024
Q3 | $710K | Sell |
13,759
-794
| -5% | -$40.1K | ﹤0.01% | 1094 |
|
|
2024
Q2 | $833K | Buy |
14,553
+1,984
| +16% | +$110K | ﹤0.01% | 1062 |
|
|
2024
Q1 | $648K | Sell |
12,569
-16,405
| -57% | -$718K | ﹤0.01% | 1415 |
|
|
2023
Q4 | $1.15M | Buy |
28,974
+11,246
| +63% | +$394K | ﹤0.01% | 1004 |
|
|
2023
Q3 | $611K | Buy |
17,728
+5,424
| +44% | +$171K | ﹤0.01% | 1214 |
|
|
2023
Q2 | $353K | Buy |
12,304
+1,191
| +11% | +$33.1K | ﹤0.01% | 1314 |
|
|
2023
Q1 | $316K | Buy |
11,113
+5,159
| +87% | +$151K | ﹤0.01% | 1157 |
|
|
2022
Q4 | $142K | Buy |
5,954
+1,323
| +29% | +$34.9K | ﹤0.01% | 1349 |
|
|
2022
Q3 | $114K | Sell |
4,631
-132
| -3% | -$4.38K | ﹤0.01% | 1543 |
|
|
2022
Q2 | $161K | Sell |
4,763
-30,561
| -87% | -$1.23M | ﹤0.01% | 1452 |
|
|
2022
Q1 | $1.33M | Sell |
35,324
-54,111
| -61% | -$2.22M | ﹤0.01% | 1214 |
|
|
2021
Q4 | $4.41M | Buy |
89,435
+6,880
| +8% | +$299K | 0.01% | 862 |
|
|
2021
Q3 | $3.52M | Buy |
82,555
+18,125
| +28% | +$861K | 0.01% | 976 |
|
|
2021
Q2 | $3.47M | Buy |
64,430
+16,934
| +36% | +$916K | 0.01% | 832 |
|
|
2021
Q1 | $2.4M | Sell |
47,496
-5,821
| -11% | -$272K | 0.01% | 872 |
|
|
2020
Q4 | $2.23M | Buy |
53,317
+5,424
| +11% | +$180K | 0.01% | 845 |
|
|
2020
Q3 | $1.32M | Buy |
47,893
+19,845
| +71% | +$590K | 0.01% | 939 |
|
|
2020
Q2 | $936K | Buy |
28,048
+4,234
| +18% | +$137K | 0.01% | 939 |
|
|
2020
Q1 | $749K | Sell |
23,814
-26,592
| -53% | -$1.18M | 0.01% | 794 |
|
|
2019
Q4 | $2.42M | Sell |
50,406
-1,720
| -3% | -$71.8K | 0.01% | 778 |
|
|
2019
Q3 | $2.35M | Sell |
52,126
-51,862
| -50% | -$2.21M | 0.02% | 683 |
|
|
2019
Q2 | $3.74M | Buy |
103,988
+70,913
| +214% | +$2.43M | 0.03% | 545 |
|
|
2019
Q1 | $1.2M | Buy |
33,075
+14,421
| +77% | +$494K | 0.01% | 754 |
|
|
2018
Q4 | $521K | Buy |
18,654
+5,689
| +44% | +$202K | 0.01% | 807 |
|
|
2018
Q3 | $574K | Buy |
12,965
+10,584
| +445% | +$536K | 0.01% | 756 |
|
|
2018
Q2 | $139K | Buy |
+2,381
| New | +$151K | ﹤0.01% | 612 |
|
Other funds holding WDC
VCM
VPM
Capstone Investment Advisors's WDC Position: Q1 2026 in Review
Capstone Investment Advisors increased its Western Digital (WDC) stake by 170% in Q1 2026, buying an estimated $1.29M and bringing the position to 7,825 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #632.
Capstone Investment Advisors first reported a position in WDC in Q4 2015 and has held it in 29 quarters since. The position peaked at $5.21M in Q3 2021. 1,410 funds tracked by Wall St. Rank hold WDC as of Q1 2026.
- Capstone Investment Advisors held 7,825 shares of Western Digital worth $2.12M as of Q1 2026.
- Capstone Investment Advisors bought 4,923 Western Digital shares in Q1 2026, an estimated $1.29M.
- Western Digital made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #632 holding.
- Capstone Investment Advisors first reported a position in Western Digital in Q4 2015 and has held it in 29 quarters since.
- Capstone Investment Advisors's Western Digital position peaked at $5.21M in Q3 2021.
- 1,410 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.