Corient Private Wealth
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Corient Private Wealth’s Western Digital WDC Stock Holding History

Corient Private Wealth’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 		$32.9M Sell
51,543
-13,812
-21% -$6.72M 0.05% 305
2026
Q1 		$17.3M Buy
65,355
+5,676
+10% +$1.48M 0.02% 429
2025
Q4 		$10.3M Buy
59,679
+1,409
+2% +$214K 0.01% 553
2025
Q3 		$7M Buy
58,270
+8,712
+18% +$712K 0.01% 609
2025
Q2 		$3.17M Buy
49,558
+17,404
+54% +$829K ﹤0.01% 856
2025
Q1 		$1.3M Sell
32,154
-7,189
-18% -$341K ﹤0.01% 1168
2024
Q4 		$1.77M Sell
39,343
-9,960
-20% -$501K ﹤0.01% 1047
2024
Q3 		$2.54M Buy
49,303
+2,744
+6% +$139K ﹤0.01% 989
2024
Q2 		$2.67M Buy
46,559
+1,893
+4% +$105K ﹤0.01% 906
2024
Q1 		$2.3M Buy
44,666
+1,522
+4% +$66.6K ﹤0.01% 961
2023
Q4 		$1.71M Buy
43,144
+453
+1% +$15.9K ﹤0.01% 1073
2023
Q3 		$1.48M Buy
42,691
+10,145
+31% +$320K ﹤0.01% 1041
2023
Q2 		$933K Sell
32,546
-8,929
-22% -$248K ﹤0.01% 1184
2023
Q1 		$1.18M Buy
41,475
+14,728
+55% +$432K ﹤0.01% 1025
2022
Q4 		$638K Buy
+26,747
New +$706K ﹤0.01% 1065

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 $3.37T AUM 44.26% 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

Corient Private Wealth's WDC Position: Q2 2026 in Review

Corient Private Wealth reduced its Western Digital (WDC) stake by 21% in Q2 2026, selling an estimated $6.72M and leaving 51,543 shares worth $32.9M. The position accounts for 0.05% of the portfolio, ranked #305.

Corient Private Wealth first reported a position in WDC in Q4 2022 and has held it in 15 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Corient Private Wealth held 51,543 shares of Western Digital worth $32.9M as of Q2 2026.
  • Corient Private Wealth sold 13,812 Western Digital shares in Q2 2026, an estimated $6.72M.
  • Western Digital made up 0.05% of Corient Private Wealth's portfolio in Q2 2026, its #305 holding.
  • Corient Private Wealth first reported a position in Western Digital in Q4 2022 and has held it in 15 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

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