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Kathleen S. Wright Associates’s Western Digital WDC Stock Holding History

Kathleen S. Wright Associates’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 		$74.1K Hold
617
– – 0.03% 133
2025
Q2 		$39.5K Hold
617
– – 0.02% 160
2025
Q1 		$24.9K Sell
617
-199
-24% -$9.44K 0.01% 180
2024
Q4 		$36.8K Hold
816
– – 0.02% 162
2024
Q3 		$42.1K Buy
+816
New +$41.2K 0.02% 161

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

Kathleen S. Wright Associates's WDC Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Western Digital (WDC) position steady in Q3 2025 at 617 shares worth $74.1K. The position accounts for 0.03% of the portfolio, ranked #133.

Kathleen S. Wright Associates first reported a position in WDC in Q3 2024 and has held it in 5 quarters since. 960 funds tracked by Wall St. Rank hold WDC as of Q3 2025.

  • Kathleen S. Wright Associates held 617 shares of Western Digital worth $74.1K as of Q3 2025.
  • Kathleen S. Wright Associates left its Western Digital share count unchanged in Q3 2025.
  • Western Digital made up 0.03% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #133 holding.
  • Kathleen S. Wright Associates first reported a position in Western Digital in Q3 2024 and has held it in 5 quarters since.
  • 960 funds tracked by Wall St. Rank held Western Digital as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.