Cerity Partners
WDC icon

Cerity Partners’s Western Digital WDC Stock Holding History

Cerity Partners’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 		$92.1M Sell
144,262
-28,742
-17% -$14M 0.11% 166
2026
Q1 		$46.8M Sell
173,004
-7,591
-4% -$1.98M 0.07% 254
2025
Q4 		$31.1M Buy
180,595
+25,765
+17% +$3.91M 0.05% 311
2025
Q3 		$18.6M Buy
154,830
+26,458
+21% +$2.16M 0.03% 399
2025
Q2 		$8.21M Buy
128,372
+31,205
+32% +$1.49M 0.01% 606
2025
Q1 		$3.93M Sell
97,167
-28,580
-23% -$1.36M 0.01% 827
2024
Q4 		$6.31M Sell
125,747
-74,768
-37% -$3.76M 0.01% 630
2024
Q3 		$10.4M Buy
200,515
+105,775
+112% +$5.34M 0.02% 478
2024
Q2 		$5.43M Sell
94,740
-183,357
-66% -$10.2M 0.01% 580
2024
Q1 		$14.3M Buy
278,097
+153,833
+124% +$6.74M 0.04% 364
2023
Q4 		$4.92M Buy
124,264
+107,344
+634% +$3.76M 0.02% 542
2023
Q3 		$584K Sell
16,920
-109,228
-87% -$3.45M ﹤0.01% 922
2023
Q2 		$3.62M Buy
126,148
+12,337
+11% +$343K 0.01% 578
2023
Q1 		$3.23M Buy
+113,811
New +$3.34M 0.01% 583
2022
Q3 		– Sell
-6,522
Closed -$221K – 1271
2022
Q2 		$221K Buy
+6,522
New +$262K ﹤0.01% 1043
2020
Q1 		– Sell
-4,806
Closed -$231K – 526
2019
Q4 		$231K Buy
+4,806
New +$200K 0.01% 475
2019
Q1 		– Sell
-10,838
Closed -$303K – 581
2018
Q4 		$303K Buy
10,838
+3,608
+50% +$128K 0.02% 403
2018
Q3 		$320K Buy
7,230
+808
+13% +$40.9K 0.02% 405
2018
Q2 		$376K Buy
+6,422
New +$409K 0.03% 379

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 $3.38T AUM 44.17% 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

Cerity Partners's WDC Position: Q2 2026 in Review

Cerity Partners reduced its Western Digital (WDC) stake by 17% in Q2 2026, selling an estimated $14M and leaving 144,262 shares worth $92.1M. The position accounts for 0.11% of the portfolio, ranked #166.

Cerity Partners first reported a position in WDC in Q2 2018 and has held it in 19 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Cerity Partners held 144,262 shares of Western Digital worth $92.1M as of Q2 2026.
  • Cerity Partners sold 28,742 Western Digital shares in Q2 2026, an estimated $14M.
  • Western Digital made up 0.11% of Cerity Partners's portfolio in Q2 2026, its #166 holding.
  • Cerity Partners first reported a position in Western Digital in Q2 2018 and has held it in 19 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.