KIA
WDC icon

Knollwood Investment Advisory’s Western Digital WDC Stock Holding History

Knollwood Investment Advisory’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 		$773K Buy
1,210
+160
+15% +$77.8K 0.07% 176
2026
Q1 		$284K Sell
1,050
-525
-33% -$137K 0.03% 271
2025
Q4 		$271K Sell
1,575
-14,300
-90% -$2.17M 0.03% 294
2025
Q3 		$1.91M Sell
15,875
-525
-3% -$42.9K 0.17% 127
2025
Q2 		$1.05M Hold
16,400
– – 0.1% 189
2025
Q1 		$663K Sell
16,400
-8,076
-33% -$383K 0.07% 224
2024
Q4 		$1.1M Buy
24,476
+5,557
+29% +$279K 0.12% 180
2024
Q3 		$977K Buy
+18,919
New +$956K 0.1% 196

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 $3.38T AUM 44.17% 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

Knollwood Investment Advisory's WDC Position: Q2 2026 in Review

Knollwood Investment Advisory increased its Western Digital (WDC) stake by 15% in Q2 2026, buying an estimated $77.8K and bringing the position to 1,210 shares worth $773K. The position accounts for 0.07% of the portfolio, ranked #176.

Knollwood Investment Advisory first reported a position in WDC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.91M in Q3 2025. 1,852 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Knollwood Investment Advisory held 1,210 shares of Western Digital worth $773K as of Q2 2026.
  • Knollwood Investment Advisory bought 160 Western Digital shares in Q2 2026, an estimated $77.8K.
  • Western Digital made up 0.07% of Knollwood Investment Advisory's portfolio in Q2 2026, its #176 holding.
  • Knollwood Investment Advisory first reported a position in Western Digital in Q3 2024 and has held it in 8 quarters since.
  • Knollwood Investment Advisory's Western Digital position peaked at $1.91M in Q3 2025.
  • 1,852 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.