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Choate Investment Advisors’s Western Digital WDC Stock Holding History

Choate Investment Advisors’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 		$243K Buy
+380
New +$185K ﹤0.01% 425
2016
Q1 		– Sell
-7,283
Closed -$609K – 284
2015
Q4 		$609K Buy
+7,283
New +$372K 0.04% 150
2015
Q1 		– Sell
-7,283
Closed -$609K – 279
2014
Q4 		$609K Buy
+7,283
New +$550K 0.04% 151

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

Choate Investment Advisors's WDC Position: Q2 2026 in Review

Choate Investment Advisors opened a new position in Western Digital (WDC) in Q2 2026: 380 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #425 among its holdings. This is a return to the name: Choate Investment Advisors previously reported a position in WDC as recently as Q4 2015.

Choate Investment Advisors first reported a position in WDC in Q4 2014 and has held it in 3 quarters since. The position peaked at $609K in Q4 2015. 1,849 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Choate Investment Advisors held 380 shares of Western Digital worth $243K as of Q2 2026.
  • Western Digital was a new Choate Investment Advisors position in Q2 2026.
  • Western Digital made up ﹤0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #425 holding.
  • Choate Investment Advisors first reported a position in Western Digital in Q4 2014 and has held it in 3 quarters since.
  • Choate Investment Advisors's Western Digital position peaked at $609K in Q4 2015.
  • 1,849 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.