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
Q1 		$17.3M Sell
65,355
-175,373
-73% -$45.8M 0.02% 429
2025
Q4 		$20.1M Buy
240,728
+182,458
+313% +$27.7M 0.01% 559
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

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VCM
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VPM
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JP Morgan Chase
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return