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Chicago Partners Investment Group’s Western Digital WDC Stock Holding History

Chicago Partners Investment Group’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 		$4.66M Sell
8,350
-1,181
-12% -$574K 0.09% 191
2026
Q1 		$3.71M Buy
9,531
+1,833
+24% +$479K 0.08% 216
2025
Q4 		$1.82M Buy
7,698
+1,359
+21% +$206K 0.04% 309
2025
Q3 		$792K Buy
6,339
+898
+17% +$73.4K 0.02% 500
2025
Q2 		$377K Buy
+5,441
New +$259K 0.01% 732

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 $3.37T AUM 44.26% 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

Chicago Partners Investment Group's WDC Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Western Digital (WDC) stake by 12% in Q2 2026, selling an estimated $574K and leaving 8,350 shares worth $4.66M. The position accounts for 0.09% of the portfolio, ranked #191.

Chicago Partners Investment Group first reported a position in WDC in Q2 2025 and has held it in 5 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Chicago Partners Investment Group held 8,350 shares of Western Digital worth $4.66M as of Q2 2026.
  • Chicago Partners Investment Group sold 1,181 Western Digital shares in Q2 2026, an estimated $574K.
  • Western Digital made up 0.09% of Chicago Partners Investment Group's portfolio in Q2 2026, its #191 holding.
  • Chicago Partners Investment Group first reported a position in Western Digital in Q2 2025 and has held it in 5 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.