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Chapin Davis’s Western Digital WDC Stock Holding History

Chapin Davis’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
Q3 		$19.6M Sell
43,060
-1,100
-2% -$535K 3.76% 3
2026
Q2 		$28.2M Sell
44,160
-16,881
-28% -$8.21M 4.96% 1
2026
Q1 		$16.5M Sell
61,041
-17,348
-22% -$4.53M 3.68% 2
2025
Q4 		$13.5M Sell
78,389
-2,343
-3% -$355K 3.16% 3
2025
Q3 		$9.69M Buy
+80,732
New +$6.6M 2.38% 8
2024
Q3 		– Sell
-60,076
Closed -$3.44M – 244
2024
Q2 		$3.44M Buy
+60,076
New +$3.33M 1.18% 18

Other funds holding WDC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Chapin Davis's WDC Position: Q3 2026 in Review

Chapin Davis reduced its Western Digital (WDC) stake by 2.5% in Q3 2026, selling an estimated $535K and leaving 43,060 shares worth $19.6M. The position accounts for 3.76% of the portfolio, ranked #3.

Chapin Davis first reported a position in WDC in Q2 2024 and has held it in 6 quarters since. The position peaked at $28.2M in Q2 2026. 149 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Chapin Davis held 43,060 shares of Western Digital worth $19.6M as of Q3 2026.
  • Chapin Davis sold 1,100 Western Digital shares in Q3 2026, an estimated $535K.
  • Western Digital made up 3.76% of Chapin Davis's portfolio in Q3 2026, its #3 holding.
  • Chapin Davis first reported a position in Western Digital in Q2 2024 and has held it in 6 quarters since.
  • Chapin Davis's Western Digital position peaked at $28.2M in Q2 2026.
  • 149 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.