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
2026 Q2	$6.04M	Buy	+9,456	New	+$4.6M	0.58%	26
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

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 $3.37T AUM 44.26% 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

Oak Thistle LLC's WDC Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in Western Digital (WDC) in Q2 2026: 9,456 shares worth $6.04M. The stake represents 0.58% of the portfolio and ranks #26 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in WDC as recently as Q3 2025.

Oak Thistle LLC first reported a position in WDC in Q1 2023 and has held it in 6 quarters since. The position peaked at $6.09M in Q3 2025. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Oak Thistle LLC held 9,456 shares of Western Digital worth $6.04M as of Q2 2026.
Western Digital was a new Oak Thistle LLC position in Q2 2026.
Western Digital made up 0.58% of Oak Thistle LLC's portfolio in Q2 2026, its #26 holding.
Oak Thistle LLC first reported a position in Western Digital in Q1 2023 and has held it in 6 quarters since.
Oak Thistle LLC's Western Digital position peaked at $6.09M in Q3 2025.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.