Convergence Investment Partners’s Western Digital WDC Stock Holding History

Convergence Investment Partners’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	$6.42M	Sell	10,054 -10,122	-50%	-$4.92M	0.61%	47
2026 Q1	$5.46M	Buy	+20,176	New	+$5.27M	0.89%	24
2018 Q3	–	Sell	-17,325	Closed	-$1.01M	–	366
2018 Q2	$1.01M	Buy	17,325 +6,434	+59%	+$409K	0.14%	194
2018 Q1	$760K	Buy	+10,891	New	+$733K	0.1%	243

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Convergence Investment Partners's WDC Position: Q2 2026 in Review

Convergence Investment Partners reduced its Western Digital (WDC) stake by 50% in Q2 2026, selling an estimated $4.92M and leaving 10,054 shares worth $6.42M. The position accounts for 0.61% of the portfolio, ranked #47.

Convergence Investment Partners first reported a position in WDC in Q1 2018 and has held it in 4 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Convergence Investment Partners held 10,054 shares of Western Digital worth $6.42M as of Q2 2026.
Convergence Investment Partners sold 10,122 Western Digital shares in Q2 2026, an estimated $4.92M.
Western Digital made up 0.61% of Convergence Investment Partners's portfolio in Q2 2026, its #47 holding.
Convergence Investment Partners first reported a position in Western Digital in Q1 2018 and has held it in 4 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.