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 Q1	$27K	Buy	+100	New	+$26.1K	﹤0.01%	3161

Other funds holding WDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners's WDC Position: Q1 2026 in Review

Cerity Partners reduced its Western Digital (WDC) stake by 4.2% in Q1 2026, selling an estimated $1.98M and leaving 173,004 shares worth $46.8M. The position accounts for 0.07% of the portfolio, ranked #254.

Cerity Partners first reported a position in WDC in Q2 2018 and has held it in 18 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Cerity Partners held 173,004 shares of Western Digital worth $46.8M as of Q1 2026.
Cerity Partners sold 7,591 Western Digital shares in Q1 2026, an estimated $1.98M.
Western Digital made up 0.07% of Cerity Partners's portfolio in Q1 2026, its #254 holding.
Cerity Partners first reported a position in Western Digital in Q2 2018 and has held it in 18 quarters since.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.