Knightsbridge Asset Management’s Western Digital WDC Stock Holding History

Knightsbridge Asset 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	$6.22M	Sell	9,738 -3,888	-29%	-$1.89M	0.82%	32
2026 Q1	$3.69M	Sell	13,626 -58,789	-81%	-$15.3M	0.5%	46
2025 Q4	$12.5M	Sell	72,415 -35,298	-33%	-$5.35M	2.01%	11
2025 Q3	$12.9M	Sell	107,713 -3,766	-3%	-$308K	2.19%	12
2025 Q2	$7.13M	Buy	111,479 +15,471	+16%	+$737K	1.57%	21
2025 Q1	$3.88M	Buy	+96,008	New	+$4.55M	1%	36

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

Knightsbridge Asset Management's WDC Position: Q2 2026 in Review

Knightsbridge Asset Management reduced its Western Digital (WDC) stake by 29% in Q2 2026, selling an estimated $1.89M and leaving 9,738 shares worth $6.22M. The position accounts for 0.82% of the portfolio, ranked #32.

Knightsbridge Asset Management first reported a position in WDC in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.9M in Q3 2025. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Knightsbridge Asset Management held 9,738 shares of Western Digital worth $6.22M as of Q2 2026.
Knightsbridge Asset Management sold 3,888 Western Digital shares in Q2 2026, an estimated $1.89M.
Western Digital made up 0.82% of Knightsbridge Asset Management's portfolio in Q2 2026, its #32 holding.
Knightsbridge Asset Management first reported a position in Western Digital in Q1 2025 and has held it in 6 quarters since.
Knightsbridge Asset Management's Western Digital position peaked at $12.9M in Q3 2025.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Knightsbridge Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.