Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Western Digital WDC Stock Holding History

Kovitz Investment Group Partners’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 		$1.94M Buy
3,043
+30
+1% +$14.6K 0.04% 235
2026
Q1 		$815K Buy
+3,013
New +$787K 0.02% 344
2025
Q4 		– Sell
-8,516
Closed -$1.02M – 1333
2025
Q3 		$1.02M Buy
8,516
+1,842
+28% +$151K ﹤0.01% 841
2025
Q2 		$427K Buy
+6,674
New +$318K ﹤0.01% 1030
2025
Q1 		– Sell
-7,837
Closed -$353K – 1323
2024
Q4 		$353K Buy
+7,837
New +$394K ﹤0.01% 998

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

Kovitz Investment Group Partners's WDC Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Western Digital (WDC) stake by 1% in Q2 2026, buying an estimated $14.6K and bringing the position to 3,043 shares worth $1.94M. The position accounts for 0.04% of the portfolio, ranked #235.

Kovitz Investment Group Partners first reported a position in WDC in Q4 2024 and has held it in 5 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Kovitz Investment Group Partners held 3,043 shares of Western Digital worth $1.94M as of Q2 2026.
  • Kovitz Investment Group Partners bought 30 Western Digital shares in Q2 2026, an estimated $14.6K.
  • Western Digital made up 0.04% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #235 holding.
  • Kovitz Investment Group Partners first reported a position in Western Digital in Q4 2024 and has held it in 5 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.