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 | $12.6M | Sell |
46,600
-41,400
| -47% | -$10.8M | 0.02% | 255 |
|
|
2025
Q4 | $15.2M | Buy |
88,000
+36,000
| +69% | +$5.46M | 0.03% | 211 |
|
|
2025
Q3 | $6.24M | Buy |
52,000
+36,600
| +238% | +$2.99M | 0.01% | 419 |
|
|
2025
Q2 | $985K | Sell |
15,400
-41,800
| -73% | -$1.99M | ﹤0.01% | 862 |
|
|
2025
Q1 | $2.31M | Sell |
57,200
-33,955
| -37% | -$1.61M | 0.01% | 650 |
|
|
2024
Q4 | $4.11M | Buy |
91,155
+30,958
| +51% | +$1.56M | 0.01% | 616 |
|
|
2024
Q3 | $3.11M | Sell |
60,197
-396
| -0.7% | -$20K | 0.01% | 593 |
|
|
2024
Q2 | $3.47M | Buy |
60,593
+4,895
| +9% | +$272K | 0.01% | 558 |
|
|
2024
Q1 | $2.87M | Sell |
55,698
-46,702
| -46% | -$2.05M | 0.01% | 631 |
|
|
2023
Q4 | $4.05M | Buy |
102,400
+34,001
| +50% | +$1.19M | 0.01% | 600 |
|
|
2023
Q3 | $2.36M | Buy |
68,399
+17,993
| +36% | +$568K | 0.01% | 668 |
|
|
2023
Q2 | $1.45M | Buy |
50,406
+13,097
| +35% | +$364K | 0.01% | 742 |
|
|
2023
Q1 | $1.06M | Buy |
37,309
+27,519
| +281% | +$807K | 0.01% | 773 |
|
|
2022
Q4 | $233K | Sell |
9,790
-125,024
| -93% | -$3.3M | ﹤0.01% | 1274 |
|
|
2022
Q3 | $3.32M | Sell |
134,814
-5,424
| -4% | -$180K | 0.02% | 542 |
|
|
2022
Q2 | $4.75M | Sell |
140,238
-154,923
| -52% | -$6.22M | 0.02% | 426 |
|
|
2022
Q1 | $11.1M | Sell |
295,161
-277,566
| -48% | -$11.4M | 0.03% | 437 |
|
|
2021
Q4 | $28.2M | Buy |
572,727
+119,599
| +26% | +$5.2M | 0.05% | 336 |
|
|
2021
Q3 | $19.3M | Buy |
453,128
+99,755
| +28% | +$4.74M | 0.04% | 430 |
|
|
2021
Q2 | $19M | Buy |
353,373
+108,750
| +44% | +$5.88M | 0.04% | 365 |
|
|
2021
Q1 | $12.3M | Sell |
244,623
-926
| -0.4% | -$43.3K | 0.04% | 408 |
|
|
2020
Q4 | $10.3M | Sell |
245,549
-20,374
| -8% | -$676K | 0.03% | 398 |
|
|
2020
Q3 | $7.35M | Buy |
265,923
+37,705
| +17% | +$1.12M | 0.04% | 399 |
|
|
2020
Q2 | $7.62M | Buy |
228,218
+36,780
| +19% | +$1.19M | 0.05% | 321 |
|
|
2020
Q1 | $6.02M | Sell |
191,438
-62,975
| -25% | -$2.79M | 0.1% | 234 |
|
|
2019
Q4 | $12.2M | Buy |
254,413
+82,291
| +48% | +$3.43M | 0.07% | 306 |
|
|
2019
Q3 | $7.76M | Buy |
172,122
+29,503
| +21% | +$1.26M | 0.05% | 333 |
|
|
2019
Q2 | $5.13M | Buy |
142,619
+69,589
| +95% | +$2.39M | 0.04% | 449 |
|
|
2019
Q1 | $2.65M | Buy |
73,030
+32,811
| +82% | +$1.12M | 0.02% | 508 |
|
|
2018
Q4 | $1.12M | Buy |
40,219
+19,845
| +97% | +$703K | 0.01% | 574 |
|
|
2018
Q3 | $902K | Buy |
20,374
+14,817
| +267% | +$751K | 0.01% | 631 |
|
|
2018
Q2 | $325K | Buy |
+5,557
| New | +$354K | 0.01% | 526 |
|
|
2013
Q3 | – | Sell |
-44,982
| Closed | -$2.11M | – | 565 |
|
|
2013
Q2 | $2.11M | Buy |
+44,982
| New | +$1.97M | 0.02% | 247 |
|
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. 1,409 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.
- 1,409 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.