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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kovitz Investment Group Partners's WDC Position: Q1 2026 in Review

Kovitz Investment Group Partners opened a new position in Western Digital (WDC) in Q1 2026: 3,013 shares worth $815K. The stake represents 0.02% of the portfolio and ranks #344 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in WDC as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in WDC in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.02M in Q3 2025. 1,412 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Kovitz Investment Group Partners held 3,013 shares of Western Digital worth $815K as of Q1 2026.
Western Digital was a new Kovitz Investment Group Partners position in Q1 2026.
Western Digital made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #344 holding.
Kovitz Investment Group Partners first reported a position in Western Digital in Q4 2024 and has held it in 4 quarters since.
Kovitz Investment Group Partners's Western Digital position peaked at $1.02M in Q3 2025.
1,412 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.