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NorthRock Partners’s Western Digital WDC Stock Holding History

NorthRock Partners’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 		$536K Buy
+839
New +$408K 0.01% 424
2025
Q4 		– Sell
-8,570
Closed -$1.03M – 915
2025
Q3 		$1.03M Buy
8,570
+985
+13% +$80.5K 0.02% 339
2025
Q2 		$485K Buy
+7,585
New +$361K 0.01% 408
2024
Q3 		– Sell
-3,782
Closed -$217K – 876
2024
Q2 		$217K Buy
+3,782
New +$210K 0.01% 557

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

NorthRock Partners's WDC Position: Q2 2026 in Review

NorthRock Partners opened a new position in Western Digital (WDC) in Q2 2026: 839 shares worth $536K. The stake represents 0.01% of the portfolio and ranks #424 among its holdings. This is a return to the name: NorthRock Partners previously reported a position in WDC as recently as Q3 2025.

NorthRock Partners first reported a position in WDC in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.03M in Q3 2025. 1,849 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • NorthRock Partners held 839 shares of Western Digital worth $536K as of Q2 2026.
  • Western Digital was a new NorthRock Partners position in Q2 2026.
  • Western Digital made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #424 holding.
  • NorthRock Partners first reported a position in Western Digital in Q2 2024 and has held it in 4 quarters since.
  • NorthRock Partners's Western Digital position peaked at $1.03M in Q3 2025.
  • 1,849 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.