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Oak Thistle LLC’s Western Digital WDC Stock Holding History

Oak Thistle LLC’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
-50,736
Closed -$6.09M – 667
2025
Q3 		$6.09M Buy
50,736
+18,654
+58% +$1.52M 0.93% 5
2025
Q2 		$2.05M Buy
+32,082
New +$1.53M 0.3% 108
2024
Q4 		– Sell
-7,161
Closed -$370K – 568
2024
Q3 		$370K Buy
+7,161
New +$362K 0.12% 300
2023
Q3 		– Sell
-40,086
Closed -$1.15M – 629
2023
Q2 		$1.15M Buy
40,086
+27,266
+213% +$759K 0.61% 24
2023
Q1 		$365K Buy
+12,820
New +$376K 0.22% 212

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oak Thistle LLC's WDC Position: Q4 2025 in Review

Oak Thistle LLC sold out of Western Digital (WDC) in Q4 2025, closing a stake of 50,736 shares — an estimated $6.09M sold.

Oak Thistle LLC first reported a position in WDC in Q1 2023 and held it in 5 quarters. The position peaked at $6.09M in Q3 2025. 1,170 funds tracked by Wall St. Rank hold WDC as of Q4 2025.

  • Oak Thistle LLC reported no remaining Western Digital position as of Q4 2025 after selling out during the quarter.
  • Oak Thistle LLC sold 50,736 Western Digital shares in Q4 2025, an estimated $6.09M.
  • Oak Thistle LLC first reported a position in Western Digital in Q1 2023 and held it in 5 quarters.
  • Oak Thistle LLC's Western Digital position peaked at $6.09M in Q3 2025.
  • 1,170 funds tracked by Wall St. Rank held Western Digital as of Q4 2025.

Based on Oak Thistle LLC's 13F filing for Q4 2025, filed 21 Jan 2026.