NGA
WDC icon

Naples Global Advisors’s Western Digital WDC Stock Holding History

Naples Global Advisors’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 		$239K Buy
+374
New +$182K 0.01% 437
2023
Q2 		– Sell
-7,918
Closed -$225K – 402
2023
Q1 		$225K Sell
7,918
-1,687
-18% -$49.5K 0.03% 369
2022
Q4 		$229K Sell
9,605
-11,748
-55% -$310K 0.03% 362
2022
Q3 		$525K Sell
21,353
-5,934
-22% -$197K 0.07% 260
2022
Q2 		$925K Buy
27,287
+1,469
+6% +$59K 0.12% 205
2022
Q1 		$969K Sell
25,818
-2,269
-8% -$93.1K 0.11% 213
2021
Q4 		$1.38M Buy
28,087
+3,400
+14% +$148K 0.16% 164
2021
Q3 		$1.05M Buy
24,687
+2,143
+10% +$102K 0.14% 187
2021
Q2 		$1.21M Buy
22,544
+2,785
+14% +$151K 0.17% 167
2021
Q1 		$997K Buy
19,759
+761
+4% +$35.6K 0.15% 182
2020
Q4 		$795K Buy
18,998
+436
+2% +$14.5K 0.13% 195
2020
Q3 		$513K Buy
18,562
+5,033
+37% +$150K 0.1% 219
2020
Q2 		$451K Buy
13,529
+2,745
+25% +$88.9K 0.1% 222
2020
Q1 		$339K Buy
+10,784
New +$478K 0.09% 235

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 $3.37T AUM 44.26% 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

Naples Global Advisors's WDC Position: Q2 2026 in Review

Naples Global Advisors opened a new position in Western Digital (WDC) in Q2 2026: 374 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #437 among its holdings. This is a return to the name: Naples Global Advisors previously reported a position in WDC as recently as Q1 2023.

Naples Global Advisors first reported a position in WDC in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.38M in Q4 2021. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Naples Global Advisors held 374 shares of Western Digital worth $239K as of Q2 2026.
  • Western Digital was a new Naples Global Advisors position in Q2 2026.
  • Western Digital made up 0.01% of Naples Global Advisors's portfolio in Q2 2026, its #437 holding.
  • Naples Global Advisors first reported a position in Western Digital in Q1 2020 and has held it in 14 quarters since.
  • Naples Global Advisors's Western Digital position peaked at $1.38M in Q4 2021.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.