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Sage Mountain Advisors’s Western Digital WDC Stock Holding History

Sage Mountain 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 		– Sell
-4,237
Closed -$730K – 561
2025
Q4 		$730K Buy
4,237
+241
+6% +$36.5K 0.04% 212
2025
Q3 		$480K Buy
+3,996
New +$327K 0.03% 285

Other funds holding WDC

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sage Mountain Advisors's WDC Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Western Digital (WDC) in Q1 2026, closing a stake of 4,237 shares — an estimated $730K sold.

Sage Mountain Advisors first reported a position in WDC in Q3 2025 and held it in 2 quarters. The position peaked at $730K in Q4 2025. 1,420 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Western Digital position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 4,237 Western Digital shares in Q1 2026, an estimated $730K.
  • Sage Mountain Advisors first reported a position in Western Digital in Q3 2025 and held it in 2 quarters.
  • Sage Mountain Advisors's Western Digital position peaked at $730K in Q4 2025.
  • 1,420 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.