North Star Investment Management’s Western Digital WDC Stock Holding History

North Star Investment 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	$32.6K	Buy	51 +20	+65%	+$9.72K	﹤0.01%	833
2026 Q1	$8.38K	Sell	31 -3	-9%	-$783	﹤0.01%	1071
2025 Q4	$5.86K	Buy	+34	New	+$5.16K	﹤0.01%	1070
2023 Q4	–	Sell	-4	Closed	-$137	–	1286
2023 Q3	$137	Hold	4	–	–	﹤0.01%	1248
2023 Q2	$114	Hold	4	–	–	﹤0.01%	1266
2023 Q1	$113	Hold	4	–	–	﹤0.01%	1279
2022 Q4	$95	Buy	+4	New	+$106	﹤0.01%	1294
2019 Q4	–	Sell	-1,323	Closed	-$60K	–	1101
2019 Q3	$60K	Buy	+1,323	New	+$56.5K	0.01%	520
2019 Q2	–	Sell	-1,323	Closed	-$48K	–	934
2019 Q1	$48K	Hold	1,323	–	–	0.01%	564
2018 Q4	$37K	Hold	1,323	–	–	﹤0.01%	569
2018 Q3	$59K	Hold	1,323	–	–	0.01%	528
2018 Q2	$77K	Hold	1,323	–	–	0.01%	489
2018 Q1	$92K	Hold	1,323	–	–	0.01%	455
2017 Q4	$80K	Hold	1,323	–	–	0.01%	469
2017 Q3	$86K	Hold	1,323	–	–	0.01%	460
2017 Q2	$89K	Hold	1,323	–	–	0.01%	449
2017 Q1	$83K	Hold	1,323	–	–	0.01%	449
2016 Q4	$68K	Hold	1,323	–	–	0.01%	455
2016 Q3	$58K	Hold	1,323	–	–	0.01%	394
2016 Q2	$47K	Buy	+1,323	New	+$43.6K	0.01%	422

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 $3.38T AUM 44.17% 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

North Star Investment Management's WDC Position: Q2 2026 in Review

North Star Investment Management increased its Western Digital (WDC) stake by 65% in Q2 2026, buying an estimated $9.72K and bringing the position to 51 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

North Star Investment Management first reported a position in WDC in Q2 2016 and has held it in 20 quarters since. The position peaked at $92K in Q1 2018. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

North Star Investment Management held 51 shares of Western Digital worth $32.6K as of Q2 2026.
North Star Investment Management bought 20 Western Digital shares in Q2 2026, an estimated $9.72K.
Western Digital made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #833 holding.
North Star Investment Management first reported a position in Western Digital in Q2 2016 and has held it in 20 quarters since.
North Star Investment Management's Western Digital position peaked at $92K in Q1 2018.
1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.