RCA
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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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
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