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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
Q2 		$4.98M Buy
7,795
+5,578
+252% +$2.71M 0.15% 244
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
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

Edgestream Partners's WDC Position: Q2 2026 in Review

Edgestream Partners increased its Western Digital (WDC) stake by 252% in Q2 2026, buying an estimated $2.71M and bringing the position to 7,795 shares worth $4.98M. The position accounts for 0.15% of the portfolio, ranked #244.

Edgestream Partners first reported a position in WDC in Q4 2018 and has held it in 9 quarters since. The position peaked at $5.07M in Q3 2024. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Edgestream Partners held 7,795 shares of Western Digital worth $4.98M as of Q2 2026.
  • Edgestream Partners bought 5,578 Western Digital shares in Q2 2026, an estimated $2.71M.
  • Western Digital made up 0.15% of Edgestream Partners's portfolio in Q2 2026, its #244 holding.
  • Edgestream Partners first reported a position in Western Digital in Q4 2018 and has held it in 9 quarters since.
  • Edgestream Partners's Western Digital position peaked at $5.07M in Q3 2024.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.