Corient IA’s Western Digital WDC Stock Holding History

Corient IA’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	$1.3M	Hold	2,030	–	–	1.2%	12
2026 Q1	$549K	Sell	2,030 -470	-19%	-$123K	0.52%	42
2025 Q4	$431K	Hold	2,500	–	–	0.41%	92
2025 Q3	$300K	Buy	+2,500	New	+$204K	0.22%	178

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 $3.38T AUM 44.17% 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

Corient IA's WDC Position: Q2 2026 in Review

Corient IA held its Western Digital (WDC) position steady in Q2 2026 at 2,030 shares worth $1.3M. The position accounts for 1.2% of the portfolio, ranked #12.

Corient IA first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Corient IA held 2,030 shares of Western Digital worth $1.3M as of Q2 2026.
Corient IA left its Western Digital share count unchanged in Q2 2026.
Western Digital made up 1.2% of Corient IA's portfolio in Q2 2026, its #12 holding.
Corient IA first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.