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Concentric Capital Strategies’s Western Digital WDC Stock Holding History

Concentric Capital Strategies’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
2024
Q4 		– Sell
-76,734
Closed -$3.96M – 376
2024
Q3 		$3.96M Buy
+76,734
New +$3.88M 0.16% 143

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

Concentric Capital Strategies's WDC Position: Q2 2026 in Review

Concentric Capital Strategies opened a new position in Western Digital (WDC) in Q2 2026: 4,004 shares worth $2.56M. The stake represents 0.14% of the portfolio and ranks #150 among its holdings. This is a return to the name: Concentric Capital Strategies previously reported a position in WDC as recently as Q4 2025.

Concentric Capital Strategies first reported a position in WDC in Q3 2023 and has held it in 8 quarters since. The position peaked at $13.4M in Q1 2024. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Concentric Capital Strategies held 4,004 shares of Western Digital worth $2.56M as of Q2 2026.
  • Western Digital was a new Concentric Capital Strategies position in Q2 2026.
  • Western Digital made up 0.14% of Concentric Capital Strategies's portfolio in Q2 2026, its #150 holding.
  • Concentric Capital Strategies first reported a position in Western Digital in Q3 2023 and has held it in 8 quarters since.
  • Concentric Capital Strategies's Western Digital position peaked at $13.4M in Q1 2024.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

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