MAI Capital Management’s Western Digital WDC Stock Holding History

MAI Capital 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	$11M	Buy	17,241 +9,174	+114%	+$4.46M	0.04%	320
2026 Q1	$2.18M	Buy	8,067 +3,059	+61%	+$799K	0.01%	564
2025 Q4	$863K	Buy	5,008 +124	+3%	+$18.8K	0.01%	784
2025 Q3	$586K	Buy	4,884 +125	+3%	+$10.2K	﹤0.01%	869
2025 Q2	$305K	Buy	4,759 +3,197	+205%	+$152K	﹤0.01%	1007
2025 Q1	$63.2K	Sell	1,562 -497	-24%	-$23.6K	﹤0.01%	1625
2024 Q4	$92.8K	Buy	+2,059	New	+$104K	﹤0.01%	1475
2024 Q3	–	Sell	-4,465	Closed	-$256K	–	1250
2024 Q2	$256K	Buy	4,465 +259	+6%	+$14.4K	﹤0.01%	1046
2024 Q1	$217K	Buy	+4,206	New	+$184K	﹤0.01%	1096
2023 Q2	–	Sell	-12,747	Closed	-$363K	–	1128
2023 Q1	$363K	Buy	12,747 +2,123	+20%	+$62.3K	0.01%	730
2022 Q4	$253K	Buy	+10,624	New	+$280K	﹤0.01%	826

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

MAI Capital Management's WDC Position: Q2 2026 in Review

MAI Capital Management increased its Western Digital (WDC) stake by 114% in Q2 2026, buying an estimated $4.46M and bringing the position to 17,241 shares worth $11M. The position accounts for 0.04% of the portfolio, ranked #320.

MAI Capital Management first reported a position in WDC in Q4 2022 and has held it in 11 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

MAI Capital Management held 17,241 shares of Western Digital worth $11M as of Q2 2026.
MAI Capital Management bought 9,174 Western Digital shares in Q2 2026, an estimated $4.46M.
Western Digital made up 0.04% of MAI Capital Management's portfolio in Q2 2026, its #320 holding.
MAI Capital Management first reported a position in Western Digital in Q4 2022 and has held it in 11 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.