CFO
WDC icon

CVA Family Office’s Western Digital WDC Stock Holding History

CVA Family Office’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 		$885K Buy
1,385
+291
+27% +$141K 0.08% 134
2026
Q1 		$296K Buy
1,094
+183
+20% +$47.8K 0.03% 251
2025
Q4 		$157K Buy
911
+7
+0.8% +$1.06K 0.02% 334
2025
Q3 		$109K Hold
904
– – 0.01% 400
2025
Q2 		$57.8K Buy
904
+173
+24% +$8.24K 0.01% 519
2025
Q1 		$29.6K Sell
731
-224
-23% -$10.6K ﹤0.01% 616
2024
Q4 		$43.1K Buy
955
+1
+0.1% +$50 0.01% 549
2024
Q3 		$49.2K Sell
954
-94
-9% -$4.75K 0.01% 513
2024
Q2 		$60K Buy
1,048
+9
+0.9% +$499 0.01% 459
2024
Q1 		$53.6K Hold
1,039
– – 0.01% 479
2023
Q4 		$41.1K Buy
+1,039
New +$36.4K 0.01% 509
2023
Q3 		– Sell
-933
Closed -$26.7K – 952
2023
Q2 		$26.7K Sell
933
-794
-46% -$22.1K 0.01% 563
2023
Q1 		$49.2K Sell
1,727
-218
-11% -$6.39K 0.01% 447
2022
Q4 		$46.4K Buy
1,945
+1,244
+177% +$32.8K 0.01% 430
2022
Q3 		$17K Buy
701
+66
+10% +$2.19K ﹤0.01% 556
2022
Q2 		$22K Sell
635
-86
-12% -$3.45K 0.01% 524
2022
Q1 		$27K Sell
721
-93
-11% -$3.82K 0.01% 510
2021
Q4 		$40K Buy
814
+179
+28% +$7.78K 0.01% 405
2021
Q3 		$18K Sell
635
-558
-47% -$26.5K 0.01% 270
2021
Q2 		$64K Buy
1,193
+340
+40% +$18.4K 0.02% 324
2021
Q1 		$43K Buy
853
+218
+34% +$10.2K 0.02% 292
2020
Q4 		$27K Hold
635
– – 0.02% 246
2020
Q3 		$18K Hold
635
– – 0.01% 270
2020
Q2 		$21K Buy
+635
New +$20.6K 0.02% 219

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

CVA Family Office's WDC Position: Q2 2026 in Review

CVA Family Office increased its Western Digital (WDC) stake by 27% in Q2 2026, buying an estimated $141K and bringing the position to 1,385 shares worth $885K. The position accounts for 0.08% of the portfolio, ranked #134.

CVA Family Office first reported a position in WDC in Q2 2020 and has held it in 24 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • CVA Family Office held 1,385 shares of Western Digital worth $885K as of Q2 2026.
  • CVA Family Office bought 291 Western Digital shares in Q2 2026, an estimated $141K.
  • Western Digital made up 0.08% of CVA Family Office's portfolio in Q2 2026, its #134 holding.
  • CVA Family Office first reported a position in Western Digital in Q2 2020 and has held it in 24 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.