MV Capital Management
WDC icon

MV Capital Management’s Western Digital WDC Stock Holding History

MV 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
Q3 		$171K Sell
377
-31
-8% -$15.1K 0.02% 212
2026
Q2 		$261K Buy
408
+4
+1% +$1.94K 0.02% 175
2026
Q1 		$109K Buy
404
+11
+3% +$2.87K 0.01% 239
2025
Q4 		$67.7K Buy
393
+2
+0.5% +$303 0.01% 279
2025
Q3 		$46.9K Hold
391
– – ﹤0.01% 316
2025
Q2 		$25K Buy
391
+64
+20% +$3.05K ﹤0.01% 404
2025
Q1 		$13.2K Sell
327
-173
-35% -$8.21K ﹤0.01% 479
2024
Q4 		$22.5K Buy
500
+95
+23% +$4.78K ﹤0.01% 402
2024
Q3 		$20.9K Sell
405
-55
-12% -$2.78K ﹤0.01% 426
2024
Q2 		$26.4K Buy
460
+51
+12% +$2.83K ﹤0.01% 376
2024
Q1 		$21.1K Sell
409
-30
-7% -$1.31K ﹤0.01% 414
2023
Q4 		$17.4K Buy
439
+58
+15% +$2.03K ﹤0.01% 452
2023
Q3 		$13.1K Buy
381
+28
+8% +$883 ﹤0.01% 457
2023
Q2 		$10.1K Sell
353
-6
-2% -$167 ﹤0.01% 512
2023
Q1 		$10.2K Sell
359
-13
-3% -$381 ﹤0.01% 509
2022
Q4 		$8.87K Buy
372
+207
+125% +$5.46K ﹤0.01% 479
2022
Q3 		$4K Sell
165
-242
-59% -$8.03K ﹤0.01% 576
2022
Q2 		$14K Buy
407
+359
+748% +$14.4K ﹤0.01% 372
2022
Q1 		$2K Sell
48
-165
-77% -$6.77K ﹤0.01% 659
2021
Q4 		$10K Buy
213
+177
+492% +$7.69K ﹤0.01% 469
2021
Q3 		$2K Sell
36
-50
-58% -$2.38K ﹤0.01% 678
2021
Q2 		$5K Buy
86
+75
+682% +$4.06K ﹤0.01% 514
2021
Q1 		$1K Buy
+11
New +$514 ﹤0.01% 443
2018
Q4 		– Sell
-126
Closed -$6K – 352
2018
Q3 		$6K Buy
126
+27
+27% +$1.37K ﹤0.01% 290
2018
Q2 		$6K Hold
99
– – ﹤0.01% 300
2018
Q1 		$7K Buy
99
+30
+43% +$2.02K ﹤0.01% 280
2017
Q4 		$4K Buy
+69
New +$4.44K ﹤0.01% 327
2015
Q2 		– Sell
-67
Closed -$5K – 445
2015
Q1 		$5K Sell
67
-22
-25% -$1.72K ﹤0.01% 345
2014
Q4 		$7K Buy
+89
New +$6.72K ﹤0.01% 332

Other funds holding WDC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

MV Capital Management's WDC Position: Q3 2026 in Review

MV Capital Management reduced its Western Digital (WDC) stake by 7.6% in Q3 2026, selling an estimated $15.1K and leaving 377 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #212.

MV Capital Management first reported a position in WDC in Q4 2014 and has held it in 29 quarters since. The position peaked at $261K in Q2 2026. 1,073 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • MV Capital Management held 377 shares of Western Digital worth $171K as of Q3 2026.
  • MV Capital Management sold 31 Western Digital shares in Q3 2026, an estimated $15.1K.
  • Western Digital made up 0.02% of MV Capital Management's portfolio in Q3 2026, its #212 holding.
  • MV Capital Management first reported a position in Western Digital in Q4 2014 and has held it in 29 quarters since.
  • MV Capital Management's Western Digital position peaked at $261K in Q2 2026.
  • 1,073 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.