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Richard Bernstein Advisors’s Western Digital WDC Stock Holding History

Richard Bernstein 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
Q1 		$2.83M Sell
10,478
-5,054
-33% -$1.32M 0.08% 49
2025
Q4 		$2.68M Sell
15,532
-2,628
-14% -$398K 0.08% 44
2025
Q3 		$2.18M Sell
18,160
-21,131
-54% -$1.73M 0.06% 80
2025
Q2 		$2.51M Hold
39,291
– – 0.06% 168
2025
Q1 		$1.59M Sell
39,291
-13,932
-26% -$661K 0.04% 201
2024
Q4 		$2.4M Hold
53,223
– – 0.05% 189
2024
Q3 		$2.75M Buy
+53,223
New +$2.69M 0.06% 179

Other funds holding WDC

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
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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Richard Bernstein Advisors's WDC Position: Q1 2026 in Review

Richard Bernstein Advisors reduced its Western Digital (WDC) stake by 33% in Q1 2026, selling an estimated $1.32M and leaving 10,478 shares worth $2.83M. The position accounts for 0.08% of the portfolio, ranked #49.

Richard Bernstein Advisors first reported a position in WDC in Q3 2024 and has held it in 7 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Richard Bernstein Advisors held 10,478 shares of Western Digital worth $2.83M as of Q1 2026.
  • Richard Bernstein Advisors sold 5,054 Western Digital shares in Q1 2026, an estimated $1.32M.
  • Western Digital made up 0.08% of Richard Bernstein Advisors's portfolio in Q1 2026, its #49 holding.
  • Richard Bernstein Advisors first reported a position in Western Digital in Q3 2024 and has held it in 7 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.