Edgestream Partners’s Western Digital WDC Stock Holding History

Edgestream Partners’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	$600K	Sell	2,217 -19,723	-90%	-$5.15M	0.02%	714
2025 Q4	$3.78M	Sell	21,940 -15,628	-42%	-$2.37M	0.11%	343
2025 Q3	$4.51M	Buy	+37,568	New	+$3.07M	0.13%	281
2024 Q4	–	Sell	-98,288	Closed	-$5.07M	–	1118
2024 Q3	$5.07M	Buy	98,288 +86,955	+767%	+$4.39M	0.22%	131
2024 Q2	$649K	Sell	11,333 -20,613	-65%	-$1.14M	0.03%	623
2024 Q1	$1.65M	Buy	+31,946	New	+$1.4M	0.08%	384
2020 Q3	–	Sell	-85,286	Closed	-$2.85M	–	366
2020 Q2	$2.85M	Buy	+85,286	New	+$2.76M	0.15%	167
2019 Q1	–	Sell	-58,825	Closed	-$1.64M	–	300
2018 Q4	$1.64M	Buy	+58,825	New	+$2.08M	0.29%	110

Other funds holding WDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Edgestream Partners's WDC Position: Q1 2026 in Review

Edgestream Partners reduced its Western Digital (WDC) stake by 90% in Q1 2026, selling an estimated $5.15M and leaving 2,217 shares worth $600K. The position accounts for 0.02% of the portfolio, ranked #714.

Edgestream Partners first reported a position in WDC in Q4 2018 and has held it in 8 quarters since. The position peaked at $5.07M in Q3 2024. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Edgestream Partners held 2,217 shares of Western Digital worth $600K as of Q1 2026.
Edgestream Partners sold 19,723 Western Digital shares in Q1 2026, an estimated $5.15M.
Western Digital made up 0.02% of Edgestream Partners's portfolio in Q1 2026, its #714 holding.
Edgestream Partners first reported a position in Western Digital in Q4 2018 and has held it in 8 quarters since.
Edgestream Partners's Western Digital position peaked at $5.07M in Q3 2024.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.