Patten Group’s Western Digital WDC Stock Holding History

Patten Group’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	-2,743	Closed	-$329K	–	320
2025 Q3	$329K	Buy	+2,743	New	+$224K	0.06%	228
2019 Q1	–	Sell	-50	Closed	-$1K	–	538
2018 Q4	$1K	Buy	+50	New	+$1.77K	﹤0.01%	581

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

Patten Group's WDC Position: Q4 2025 in Review

Patten Group sold out of Western Digital (WDC) in Q4 2025, closing a stake of 2,743 shares — an estimated $329K sold.

Patten Group first reported a position in WDC in Q4 2018 and held it in 2 quarters. The position peaked at $329K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold WDC as of Q4 2025.

Patten Group reported no remaining Western Digital position as of Q4 2025 after selling out during the quarter.
Patten Group sold 2,743 Western Digital shares in Q4 2025, an estimated $329K.
Patten Group first reported a position in Western Digital in Q4 2018 and held it in 2 quarters.
Patten Group's Western Digital position peaked at $329K in Q3 2025.
1,171 funds tracked by Wall St. Rank held Western Digital as of Q4 2025.

Based on Patten Group's 13F filing for Q4 2025, filed 23 Jan 2026.