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Clarius Group LLC’s Western Digital WDC Stock Holding History

Clarius Group LLC’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
2025
Q4 		$282K Buy
+1,638
New +$248K 0.02% 304
2022
Q3 		– Sell
-6,196
Closed -$210K – 516
2022
Q2 		$210K Sell
6,196
-2,033
-25% -$81.6K 0.02% 433
2022
Q1 		$406K Hold
8,229
– – 0.03% 292
2021
Q4 		$406K Buy
8,229
+394
+5% +$17.1K 0.03% 292
2021
Q3 		$334K Sell
7,835
-99
-1% -$4.7K 0.03% 295
2021
Q2 		$427K Buy
7,934
+65
+0.8% +$3.52K 0.04% 242
2021
Q1 		$397K Buy
+7,869
New +$368K 0.04% 235

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clarius Group LLC's WDC Position: Q4 2025 in Review

Clarius Group LLC opened a new position in Western Digital (WDC) in Q4 2025: 1,638 shares worth $282K. The stake represents 0.02% of the portfolio and ranks #304 among its holdings. This is a return to the name: Clarius Group LLC previously reported a position in WDC as recently as Q2 2022.

Clarius Group LLC first reported a position in WDC in Q1 2021 and has held it in 7 quarters since. The position peaked at $427K in Q2 2021. 1,171 funds tracked by Wall St. Rank hold WDC as of Q4 2025.

  • Clarius Group LLC held 1,638 shares of Western Digital worth $282K as of Q4 2025.
  • Western Digital was a new Clarius Group LLC position in Q4 2025.
  • Western Digital made up 0.02% of Clarius Group LLC's portfolio in Q4 2025, its #304 holding.
  • Clarius Group LLC first reported a position in Western Digital in Q1 2021 and has held it in 7 quarters since.
  • Clarius Group LLC's Western Digital position peaked at $427K in Q2 2021.
  • 1,171 funds tracked by Wall St. Rank held Western Digital as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.