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LRI Investments’s Western Digital WDC Stock Holding History

LRI Investments’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 		$1.23M Buy
1,923
+312
+19% +$152K 0.1% 110
2026
Q1 		$436K Buy
1,611
+1,021
+173% +$267K 0.04% 193
2025
Q4 		$102K Buy
590
+300
+103% +$45.5K 0.01% 417
2025
Q3 		$34.8K Buy
290
+253
+684% +$20.7K ﹤0.01% 613
2025
Q2 		$2.38K Hold
37
– – ﹤0.01% 1150
2025
Q1 		$1.5K Sell
37
-181
-83% -$8.59K ﹤0.01% 1125
2024
Q4 		$9.85K Hold
218
– – ﹤0.01% 794
2024
Q3 		$10.4K Sell
218
-61
-22% -$3.08K ﹤0.01% 783
2024
Q2 		$16K Buy
279
+230
+469% +$12.8K ﹤0.01% 650
2024
Q1 		$2.54K Buy
+49
New +$2.15K ﹤0.01% 717

Other funds holding WDC

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return