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Coldstream Capital Management’s Western Digital WDC Stock Holding History

Coldstream Capital Management’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 		$5.94M Sell
9,300
-181
-2% -$88K 0.07% 139
2026
Q1 		$2.56M Buy
9,481
+1,370
+17% +$358K 0.03% 232
2025
Q4 		$1.4M Sell
8,111
-197
-2% -$29.9K 0.02% 367
2025
Q3 		$997K Buy
8,308
+1,956
+31% +$160K 0.01% 463
2025
Q2 		$406K Buy
6,352
+2,368
+59% +$113K 0.01% 746
2025
Q1 		$161K Sell
3,984
-599
-13% -$28.4K ﹤0.01% 1110
2024
Q4 		$207K Sell
4,583
-237
-5% -$11.9K ﹤0.01% 1006
2024
Q3 		$246K Buy
4,820
+118
+3% +$5.96K 0.01% 937
2024
Q2 		$269K Buy
4,702
+516
+12% +$28.6K 0.01% 800
2024
Q1 		$216K Buy
+4,186
New +$183K 0.01% 920

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 $3.38T AUM 44.17% 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

Coldstream Capital Management's WDC Position: Q2 2026 in Review

Coldstream Capital Management reduced its Western Digital (WDC) stake by 1.9% in Q2 2026, selling an estimated $88K and leaving 9,300 shares worth $5.94M. The position accounts for 0.07% of the portfolio, ranked #139.

Coldstream Capital Management first reported a position in WDC in Q1 2024 and has held it in 10 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Coldstream Capital Management held 9,300 shares of Western Digital worth $5.94M as of Q2 2026.
  • Coldstream Capital Management sold 181 Western Digital shares in Q2 2026, an estimated $88K.
  • Western Digital made up 0.07% of Coldstream Capital Management's portfolio in Q2 2026, its #139 holding.
  • Coldstream Capital Management first reported a position in Western Digital in Q1 2024 and has held it in 10 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.