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Roberts Capital Advisors’s Western Digital WDC Stock Holding History

Roberts Capital 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
2025
Q1 		– Sell
-11,163
Closed -$503K – 107
2024
Q4 		$503K Hold
11,163
– – 0.42% 55
2024
Q3 		$576K Hold
11,163
– – 0.49% 53
2024
Q2 		$576K Hold
11,163
– – 0.55% 54
2024
Q1 		$576K Buy
+11,163
New +$489K 0.55% 54
2022
Q3 		$313K Hold
12,714
– – 0.45% 76
2022
Q2 		$431K Hold
12,714
– – 0.59% 54
2022
Q1 		$477K Hold
12,714
– – 0.49% 68
2021
Q4 		$627K Buy
+12,714
New +$552K 0.58% 54

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Roberts Capital Advisors's WDC Position: Q1 2025 in Review

Roberts Capital Advisors sold out of Western Digital (WDC) in Q1 2025, closing a stake of 11,163 shares — an estimated $503K sold.

Roberts Capital Advisors first reported a position in WDC in Q4 2021 and held it in 8 quarters. The position peaked at $627K in Q4 2021. 663 funds tracked by Wall St. Rank hold WDC as of Q1 2025.

  • Roberts Capital Advisors reported no remaining Western Digital position as of Q1 2025 after selling out during the quarter.
  • Roberts Capital Advisors sold 11,163 Western Digital shares in Q1 2025, an estimated $503K.
  • Roberts Capital Advisors first reported a position in Western Digital in Q4 2021 and held it in 8 quarters.
  • Roberts Capital Advisors's Western Digital position peaked at $627K in Q4 2021.
  • 663 funds tracked by Wall St. Rank held Western Digital as of Q1 2025.

Based on Roberts Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.