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Crestwood Advisors Group’s Western Digital WDC Stock Holding History

Crestwood Advisors Group’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 		$2.47M Sell
3,866
-7,044
-65% -$3.43M 0.04% 220
2026
Q1 		$2.95M Sell
10,910
-80
-0.7% -$20.9K 0.05% 191
2025
Q4 		$1.89M Buy
10,990
+8,022
+270% +$1.22M 0.03% 220
2025
Q3 		$356K Buy
+2,968
New +$243K 0.01% 429

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

Crestwood Advisors Group's WDC Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Western Digital (WDC) stake by 65% in Q2 2026, selling an estimated $3.43M and leaving 3,866 shares worth $2.47M. The position accounts for 0.04% of the portfolio, ranked #220.

Crestwood Advisors Group first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.95M in Q1 2026. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Crestwood Advisors Group held 3,866 shares of Western Digital worth $2.47M as of Q2 2026.
  • Crestwood Advisors Group sold 7,044 Western Digital shares in Q2 2026, an estimated $3.43M.
  • Western Digital made up 0.04% of Crestwood Advisors Group's portfolio in Q2 2026, its #220 holding.
  • Crestwood Advisors Group first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
  • Crestwood Advisors Group's Western Digital position peaked at $2.95M in Q1 2026.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.