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Gries Financial’s Western Digital WDC Stock Holding History

Gries Financial’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 		$280K Buy
+2,333
New +$191K 0.04% 248
2021
Q3 		– Sell
-6,372
Closed -$313K – 188
2021
Q2 		$313K Hold
6,372
– – 0.1% 132
2021
Q1 		$320K Buy
+6,372
New +$298K 0.1% 137

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gries Financial's WDC Position: Q3 2025 in Review

Gries Financial opened a new position in Western Digital (WDC) in Q3 2025: 2,333 shares worth $280K. The stake represents 0.04% of the portfolio and ranks #248 among its holdings. This is a return to the name: Gries Financial previously reported a position in WDC as recently as Q2 2021.

Gries Financial first reported a position in WDC in Q1 2021 and has held it in 3 quarters since. The position peaked at $320K in Q1 2021. 961 funds tracked by Wall St. Rank hold WDC as of Q3 2025.

  • Gries Financial held 2,333 shares of Western Digital worth $280K as of Q3 2025.
  • Western Digital was a new Gries Financial position in Q3 2025.
  • Western Digital made up 0.04% of Gries Financial's portfolio in Q3 2025, its #248 holding.
  • Gries Financial first reported a position in Western Digital in Q1 2021 and has held it in 3 quarters since.
  • Gries Financial's Western Digital position peaked at $320K in Q1 2021.
  • 961 funds tracked by Wall St. Rank held Western Digital as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.