Rational Advisors’s Western Digital WDC Stock Holding History

Rational Advisors’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	$5.3M	Buy	+8,300	New	+$4.04M	0.49%	45
2020 Q4	–	Sell	-921	Closed	-$25K	–	600
2020 Q3	$25K	Sell	921 -1,102	-54%	-$32.8K	0.01%	218
2020 Q2	$68K	Buy	+2,023	New	+$65.5K	0.04%	176
2020 Q1	–	Sell	-131	Closed	-$6K	–	519
2019 Q4	$6K	Sell	131 -6,246	-98%	-$261K	﹤0.01%	479
2019 Q3	$287K	Buy	6,377 +5,468	+602%	+$233K	0.11%	195
2019 Q2	$33K	Sell	909 -21	-2%	-$720	0.01%	387
2019 Q1	$34K	Sell	930 -1,703	-65%	-$58.3K	0.01%	348
2018 Q4	$74K	Buy	2,633 +2,399	+1,025%	+$85K	0.02%	252
2018 Q3	$10K	Sell	234 -16,211	-99%	-$821K	﹤0.01%	398
2018 Q2	$962K	Buy	16,445 +13,351	+432%	+$849K	0.45%	89
2018 Q1	$216K	Buy	+3,094	New	+$208K	0.1%	218
2017 Q4	–	Sell	-3,175	Closed	-$207K	–	382
2017 Q3	$207K	Buy	+3,175	New	+$211K	0.11%	212
2015 Q3	$6K	Hold	103	–	–	﹤0.01%	393
2015 Q2	$6K	Hold	103	–	–	﹤0.01%	417
2015 Q1	$7K	Sell	103 -69	-40%	-$5.4K	﹤0.01%	392
2014 Q4	$14K	Buy	+172	New	+$13K	﹤0.01%	396
2013 Q4	$16K	Sell	258 -17	-6%	-$950	﹤0.01%	762
2013 Q3	$13K	Hold	275	–	–	﹤0.01%	810
2013 Q2	$13K	Buy	+275	New	+$12K	﹤0.01%	804

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

Rational Advisors's WDC Position: Q2 2026 in Review

Rational Advisors opened a new position in Western Digital (WDC) in Q2 2026: 8,300 shares worth $5.3M. The stake represents 0.49% of the portfolio and ranks #45 among its holdings. This is a return to the name: Rational Advisors previously reported a position in WDC as recently as Q3 2020.

Rational Advisors first reported a position in WDC in Q2 2013 and has held it in 19 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Rational Advisors held 8,300 shares of Western Digital worth $5.3M as of Q2 2026.
Western Digital was a new Rational Advisors position in Q2 2026.
Western Digital made up 0.49% of Rational Advisors's portfolio in Q2 2026, its #45 holding.
Rational Advisors first reported a position in Western Digital in Q2 2013 and has held it in 19 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.