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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient IA's WDC Position: Q1 2026 in Review

Corient IA reduced its Western Digital (WDC) stake by 19% in Q1 2026, selling an estimated $123K and leaving 2,030 shares worth $549K. The position accounts for 0.52% of the portfolio, ranked #42.

Corient IA first reported a position in WDC in Q3 2025 and has held it in 3 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Corient IA held 2,030 shares of Western Digital worth $549K as of Q1 2026.
Corient IA sold 470 Western Digital shares in Q1 2026, an estimated $123K.
Western Digital made up 0.52% of Corient IA's portfolio in Q1 2026, its #42 holding.
Corient IA first reported a position in Western Digital in Q3 2025 and has held it in 3 quarters since.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.