Curi RMB Capital’s Western Digital WDC Stock Holding History

Curi RMB Capital’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	$7.76M	Buy	12,148 +5,361	+79%	+$2.61M	0.12%	191
2026 Q1	$1.84M	Sell	6,787 -464	-6%	-$121K	0.03%	349
2025 Q4	$1.25M	Buy	+7,251	New	+$1.1M	0.02%	416
2019 Q1	–	Sell	-16,969	Closed	-$474K	–	929
2018 Q4	$474K	Buy	+16,969	New	+$601K	0.01%	658

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

Curi RMB Capital's WDC Position: Q2 2026 in Review

Curi RMB Capital increased its Western Digital (WDC) stake by 79% in Q2 2026, buying an estimated $2.61M and bringing the position to 12,148 shares worth $7.76M. The position accounts for 0.12% of the portfolio, ranked #191.

Curi RMB Capital first reported a position in WDC in Q4 2018 and has held it in 4 quarters since. 1,852 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Curi RMB Capital held 12,148 shares of Western Digital worth $7.76M as of Q2 2026.
Curi RMB Capital bought 5,361 Western Digital shares in Q2 2026, an estimated $2.61M.
Western Digital made up 0.12% of Curi RMB Capital's portfolio in Q2 2026, its #191 holding.
Curi RMB Capital first reported a position in Western Digital in Q4 2018 and has held it in 4 quarters since.
1,852 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.