Evergreen Capital Management’s Western Digital WDC Stock Holding History

Evergreen Capital 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
2026 Q2	$2.62M	Sell	4,100 -746	-15%	-$363K	0.05%	296
2026 Q1	$1.31M	Buy	4,846 +55	+1%	+$14.4K	0.03%	416
2025 Q4	$825K	Sell	4,791 -274	-5%	-$41.5K	0.02%	525
2025 Q3	$608K	Buy	5,065 +925	+22%	+$75.6K	0.01%	571
2025 Q2	$265K	Buy	+4,140	New	+$197K	0.01%	861
2021 Q1	–	Sell	-60,495	Closed	-$2.53M	–	524
2020 Q4	$2.53M	Sell	60,495 -741	-1%	-$24.6K	0.15%	147
2020 Q3	$1.69M	Buy	61,236 +3,416	+6%	+$102K	0.12%	161
2020 Q2	$1.93M	Buy	+57,820	New	+$1.87M	0.15%	140
2019 Q3	–	Sell	-54,926	Closed	-$1.97M	–	474
2019 Q2	$1.97M	Sell	54,926 -116	-0.2%	-$3.98K	0.19%	115
2019 Q1	$2M	Buy	55,042 +1,283	+2%	+$43.9K	0.2%	113
2018 Q4	$1.5M	Buy	+53,759	New	+$1.91M	0.16%	130

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 $3.37T AUM 44.26% 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

Evergreen Capital Management's WDC Position: Q2 2026 in Review

Evergreen Capital Management reduced its Western Digital (WDC) stake by 15% in Q2 2026, selling an estimated $363K and leaving 4,100 shares worth $2.62M. The position accounts for 0.05% of the portfolio, ranked #296.

Evergreen Capital Management first reported a position in WDC in Q4 2018 and has held it in 11 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Evergreen Capital Management held 4,100 shares of Western Digital worth $2.62M as of Q2 2026.
Evergreen Capital Management sold 746 Western Digital shares in Q2 2026, an estimated $363K.
Western Digital made up 0.05% of Evergreen Capital Management's portfolio in Q2 2026, its #296 holding.
Evergreen Capital Management first reported a position in Western Digital in Q4 2018 and has held it in 11 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.