FCH
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Freestone Capital Holdings’s Western Digital WDC Stock Holding History

Freestone Capital Holdings’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 		$210K Buy
+328
New +$159K 0.01% 570
2021
Q1 		– Sell
-204
Closed -$8.53K – 1131
2020
Q4 		$8.53K Hold
204
– – ﹤0.01% 887
2020
Q3 		$5.63K Buy
+204
New +$6.06K ﹤0.01% 854
2018
Q2 		– Sell
-11,859
Closed -$827K – 374
2018
Q1 		$827K Sell
11,859
-405
-3% -$27.3K 0.05% 237
2017
Q4 		$737K Sell
12,264
-185
-1% -$11.9K 0.05% 243
2017
Q3 		$813K Buy
12,449
+723
+6% +$48K 0.06% 223
2017
Q2 		$785K Sell
11,726
-69,855
-86% -$4.64M 0.06% 214
2017
Q1 		$5.09M Buy
81,581
+6,363
+8% +$366K 0.39% 53
2016
Q4 		$3.86M Buy
75,218
+2,503
+3% +$115K 0.33% 65
2016
Q3 		$3.21M Buy
72,715
+9,101
+14% +$343K 0.29% 67
2016
Q2 		$2.27M Buy
63,614
+55,771
+711% +$1.84M 0.22% 93
2016
Q1 		$280K Buy
7,843
+2,076
+36% +$74.3K 0.03% 289
2015
Q4 		$262K Sell
5,767
-2,874
-33% -$147K 0.03% 310
2015
Q3 		$519K Sell
8,641
-4,330
-33% -$260K 0.06% 237
2015
Q2 		$769K Buy
12,971
+156
+1% +$11.2K 0.12% 129
2015
Q1 		$882K Buy
+12,815
New +$1M 0.14% 116
2014
Q2 		– Sell
-6,354
Closed -$441K – 257
2014
Q1 		$441K Sell
6,354
-1,843
-22% -$120K 0.08% 137
2013
Q4 		$520K Buy
8,197
+1,378
+20% +$77K 0.09% 188
2013
Q3 		$203K Sell
6,819
-7,488
-52% -$370K 0.04% 313
2013
Q2 		$672K Buy
+14,307
New +$627K 0.14% 141

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

Freestone Capital Holdings's WDC Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in Western Digital (WDC) in Q2 2026: 328 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #570 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in WDC as recently as Q4 2020.

Freestone Capital Holdings first reported a position in WDC in Q2 2013 and has held it in 20 quarters since. The position peaked at $5.09M in Q1 2017. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Freestone Capital Holdings held 328 shares of Western Digital worth $210K as of Q2 2026.
  • Western Digital was a new Freestone Capital Holdings position in Q2 2026.
  • Western Digital made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #570 holding.
  • Freestone Capital Holdings first reported a position in Western Digital in Q2 2013 and has held it in 20 quarters since.
  • Freestone Capital Holdings's Western Digital position peaked at $5.09M in Q1 2017.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.