Portolan Capital Management’s Western Digital WDC Stock Holding History

Portolan Capital Management’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	-170,991	Closed	-$7.71M	–	149
2024 Q4	$7.71M	Sell	170,991 -7,914	-4%	-$398K	0.52%	67
2024 Q3	$9.23M	Sell	178,905 -292,079	-62%	-$14.8M	0.67%	55
2024 Q2	$27M	Sell	470,984 -25,326	-5%	-$1.4M	2.22%	8
2024 Q1	$25.6M	Buy	496,310 +315,314	+174%	+$13.8M	1.95%	10
2023 Q4	$7.16M	Buy	+180,996	New	+$6.33M	0.63%	57
2021 Q3	–	Sell	-117,554	Closed	-$6.32M	–	147
2021 Q2	$6.32M	Sell	117,554 -22,052	-16%	-$1.19M	0.45%	80
2021 Q1	$7.04M	Buy	+139,606	New	+$6.53M	0.55%	76
2020 Q3	–	Sell	-72,514	Closed	-$2.42M	–	156
2020 Q2	$2.42M	Sell	72,514 -79,378	-52%	-$2.57M	0.28%	107
2020 Q1	$4.78M	Buy	151,892 +52,692	+53%	+$2.33M	0.72%	49
2019 Q4	$4.76M	Buy	+99,200	New	+$4.14M	0.48%	68
2018 Q4	–	Sell	-42,758	Closed	-$1.89M	–	101
2018 Q3	$1.89M	Sell	42,758 -37,686	-47%	-$1.91M	0.19%	80
2018 Q2	$4.71M	Buy	+80,444	New	+$5.12M	0.48%	66
2016 Q1	–	Sell	-97,487	Closed	-$4.42M	–	138
2015 Q4	$4.42M	Buy	+97,487	New	+$4.98M	0.56%	72

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Portolan Capital Management's WDC Position: Q1 2025 in Review

Portolan Capital Management sold out of Western Digital (WDC) in Q1 2025, closing a stake of 170,991 shares — an estimated $7.71M sold.

Portolan Capital Management first reported a position in WDC in Q4 2015 and held it in 13 quarters. The position peaked at $27M in Q2 2024. 662 funds tracked by Wall St. Rank hold WDC as of Q1 2025.

Portolan Capital Management reported no remaining Western Digital position as of Q1 2025 after selling out during the quarter.
Portolan Capital Management sold 170,991 Western Digital shares in Q1 2025, an estimated $7.71M.
Portolan Capital Management first reported a position in Western Digital in Q4 2015 and held it in 13 quarters.
Portolan Capital Management's Western Digital position peaked at $27M in Q2 2024.
662 funds tracked by Wall St. Rank held Western Digital as of Q1 2025.

Based on Portolan Capital Management's 13F filing for Q1 2025, filed 15 May 2025.