Sierra Ocean’s Western Digital WDC Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-103	Closed	-$6.59K	–	957
2025 Q2	$6.59K	Sell	103 -333	-76%	-$15.9K	﹤0.01%	539
2025 Q1	$17.6K	Sell	436 -202	-32%	-$9.58K	0.01%	322
2024 Q4	$28.7K	Buy	+638	New	+$32.1K	0.02%	243

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sierra Ocean's WDC Position: Q3 2025 in Review

Sierra Ocean sold out of Western Digital (WDC) in Q3 2025, closing a stake of 103 shares — an estimated $6.59K sold.

Sierra Ocean first reported a position in WDC in Q4 2024 and held it in 3 quarters. The position peaked at $28.7K in Q4 2024. 960 funds tracked by Wall St. Rank hold WDC as of Q3 2025.

Sierra Ocean reported no remaining Western Digital position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 103 Western Digital shares in Q3 2025, an estimated $6.59K.
Sierra Ocean first reported a position in Western Digital in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Western Digital position peaked at $28.7K in Q4 2024.
960 funds tracked by Wall St. Rank held Western Digital as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.