Pathstone Holdings
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Pathstone Holdings’s Western Digital WDC Stock Holding History

Pathstone Holdings’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
Q1 		$8.44M Sell
31,206
-276
-0.9% -$72K 0.03% 394
2025
Q4 		$5.42M Buy
31,482
+5,677
+22% +$861K 0.02% 535
2025
Q3 		$3.1M Buy
25,805
+5,555
+27% +$454K 0.01% 786
2025
Q2 		$1.36M Buy
20,250
+6,334
+46% +$302K 0.01% 1217
2025
Q1 		$564K Sell
13,916
-7,009
-33% -$332K ﹤0.01% 1664
2024
Q4 		$943K Buy
20,925
+1,154
+6% +$58K ﹤0.01% 1397
2024
Q3 		$1.02M Buy
19,771
+499
+3% +$25.2K ﹤0.01% 1358
2024
Q2 		$1.1M Sell
19,272
-906
-4% -$50.3K 0.01% 1271
2024
Q1 		$1.04M Buy
20,178
+2,938
+17% +$129K ﹤0.01% 1258
2023
Q4 		$690K Buy
+17,240
New +$603K ﹤0.01% 1304

Other funds holding WDC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return