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Claro Advisors’s Western Digital WDC Stock Holding History

Claro 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
Q1 		$210K Buy
+777
New +$203K 0.03% 479
2024
Q4 		– Sell
-8,017
Closed -$414K – 549
2024
Q3 		$414K Buy
8,017
+3,435
+75% +$174K 0.05% 300
2024
Q2 		$262K Buy
+4,582
New +$254K 0.04% 349
2019
Q1 		– Sell
-1,050
Closed -$46K – 934
2018
Q4 		$46K Buy
+1,050
New +$37.2K 0.04% 348

Other funds holding WDC

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Claro Advisors's WDC Position: Q1 2026 in Review

Claro Advisors opened a new position in Western Digital (WDC) in Q1 2026: 777 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #479 among its holdings. This is a return to the name: Claro Advisors previously reported a position in WDC as recently as Q3 2024.

Claro Advisors first reported a position in WDC in Q4 2018 and has held it in 4 quarters since. The position peaked at $414K in Q3 2024. 1,407 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Claro Advisors held 777 shares of Western Digital worth $210K as of Q1 2026.
  • Western Digital was a new Claro Advisors position in Q1 2026.
  • Western Digital made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #479 holding.
  • Claro Advisors first reported a position in Western Digital in Q4 2018 and has held it in 4 quarters since.
  • Claro Advisors's Western Digital position peaked at $414K in Q3 2024.
  • 1,407 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.