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
2025 Q4	–	Sell	-200	Closed	-$24K	–	914
2025 Q3	$24K	Buy	+200	New	+$16.3K	﹤0.01%	861

Other funds holding WDC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NorthRock Partners's WDC Position: Q4 2025 in Review

NorthRock Partners sold out of Western Digital (WDC) in Q4 2025, closing a stake of 8,570 shares — an estimated $1.03M sold.

NorthRock Partners first reported a position in WDC in Q2 2024 and held it in 3 quarters. The position peaked at $1.03M in Q3 2025. 1,171 funds tracked by Wall St. Rank hold WDC as of Q4 2025.

NorthRock Partners reported no remaining Western Digital position as of Q4 2025 after selling out during the quarter.
NorthRock Partners sold 8,570 Western Digital shares in Q4 2025, an estimated $1.03M.
NorthRock Partners first reported a position in Western Digital in Q2 2024 and held it in 3 quarters.
NorthRock Partners's Western Digital position peaked at $1.03M in Q3 2025.
1,171 funds tracked by Wall St. Rank held Western Digital as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.