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Evelyn Partners Investment Management’s Western Digital WDC Stock Holding History

Evelyn Partners Investment Management’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
2025
Q3 		– Sell
-4,435
Closed -$284K – 423
2025
Q2 		$284K Hold
4,435
– – 0.01% 177
2025
Q1 		$179K Sell
4,435
-1,697
-28% -$80.5K 0.01% 199
2024
Q4 		$209K Buy
+6,132
New +$308K 0.01% 192

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evelyn Partners Investment Management's WDC Position: Q3 2025 in Review

Evelyn Partners Investment Management sold out of Western Digital (WDC) in Q3 2025, closing a stake of 4,435 shares — an estimated $284K sold.

Evelyn Partners Investment Management first reported a position in WDC in Q4 2024 and held it in 3 quarters. The position peaked at $284K in Q2 2025. 961 funds tracked by Wall St. Rank hold WDC as of Q3 2025.

  • Evelyn Partners Investment Management reported no remaining Western Digital position as of Q3 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 4,435 Western Digital shares in Q3 2025, an estimated $284K.
  • Evelyn Partners Investment Management first reported a position in Western Digital in Q4 2024 and held it in 3 quarters.
  • Evelyn Partners Investment Management's Western Digital position peaked at $284K in Q2 2025.
  • 961 funds tracked by Wall St. Rank held Western Digital as of Q3 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.