NC
WDC icon

NewSquare Capital’s Western Digital WDC Stock Holding History

NewSquare Capital’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
2025
Q3 		– Sell
-441
Closed -$28.2K – 1236
2025
Q2 		$28.2K Buy
441
+205
+87% +$9.76K ﹤0.01% 405
2025
Q1 		$9.54K Buy
236
+212
+883% +$10.1K ﹤0.01% 560
2024
Q4 		$1.07K Buy
+24
New +$1.21K ﹤0.01% 657
2016
Q4 		– Sell
-83
Closed -$4K – 471
2016
Q3 		$4K Hold
83
– – ﹤0.01% 360
2016
Q2 		$3K Sell
83
-152
-65% -$5K ﹤0.01% 327
2016
Q1 		$8K Buy
+235
New +$8.41K ﹤0.01% 318
2013
Q4 		– Sell
-34
Closed -$2K – 288
2013
Q3 		$2K Buy
+34
New +$1.68K ﹤0.01% 234

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return