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Orion Portfolio Solutions’s Western Digital WDC Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-7,430
Closed -$335K – 1985
2024
Q4 		$335K Sell
7,430
-1,061
-12% -$53.3K ﹤0.01% 1506
2024
Q3 		$438K Sell
8,491
-4,947
-37% -$250K ﹤0.01% 1382
2024
Q2 		$770K Buy
13,438
+7,412
+123% +$411K 0.01% 1096
2024
Q1 		$311K Buy
+6,026
New +$264K ﹤0.01% 1449
2020
Q3 		– Sell
-578
Closed -$19K – 2039
2020
Q2 		$19K Buy
578
+137
+31% +$4.44K ﹤0.01% 977
2020
Q1 		$14K Buy
441
+78
+21% +$3.45K ﹤0.01% 960
2019
Q4 		$17K Buy
+363
New +$15.1K ﹤0.01% 831

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Orion Portfolio Solutions's WDC Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Western Digital (WDC) in Q1 2025, closing a stake of 7,430 shares — an estimated $335K sold.

Orion Portfolio Solutions first reported a position in WDC in Q4 2019 and held it in 7 quarters. The position peaked at $770K in Q2 2024. 662 funds tracked by Wall St. Rank hold WDC as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining Western Digital position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 7,430 Western Digital shares in Q1 2025, an estimated $335K.
  • Orion Portfolio Solutions first reported a position in Western Digital in Q4 2019 and held it in 7 quarters.
  • Orion Portfolio Solutions's Western Digital position peaked at $770K in Q2 2024.
  • 662 funds tracked by Wall St. Rank held Western Digital as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.