North Capital’s Western Digital WDC Stock Holding History

North 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 Q4	–	Sell	-355	Closed	-$42.6K	–	696
2025 Q3	$42.6K	Buy	355 +1	+0.3%	+$82	0.03%	238
2025 Q2	$22.7K	Sell	354 -67	-16%	-$3.19K	0.02%	293
2025 Q1	$17K	Buy	+421	New	+$20K	0.02%	308

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

North Capital's WDC Position: Q4 2025 in Review

North Capital sold out of Western Digital (WDC) in Q4 2025, closing a stake of 355 shares — an estimated $42.6K sold.

North Capital first reported a position in WDC in Q1 2025 and held it in 3 quarters. The position peaked at $42.6K in Q3 2025. 1,173 funds tracked by Wall St. Rank hold WDC as of Q4 2025.

North Capital reported no remaining Western Digital position as of Q4 2025 after selling out during the quarter.
North Capital sold 355 Western Digital shares in Q4 2025, an estimated $42.6K.
North Capital first reported a position in Western Digital in Q1 2025 and held it in 3 quarters.
North Capital's Western Digital position peaked at $42.6K in Q3 2025.
1,173 funds tracked by Wall St. Rank held Western Digital as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.