Simon Quick Advisors’s Western Digital WDC Stock Holding History

Simon Quick 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 Q2	$241K	Buy	+378	New	+$184K	0.01%	373
2021 Q1	–	Sell	-130	Closed	-$5K	–	479
2020 Q4	$5K	Hold	130	–	–	﹤0.01%	401
2020 Q3	$4K	Hold	130	–	–	﹤0.01%	388
2020 Q2	$4K	Hold	130	–	–	﹤0.01%	375
2020 Q1	$4K	Sell	130 -119	-48%	-$5.27K	﹤0.01%	373
2019 Q4	$12K	Hold	249	–	–	﹤0.01%	382
2019 Q3	$11K	Hold	249	–	–	﹤0.01%	265
2019 Q2	$8.94K	Hold	249	–	–	﹤0.01%	232
2019 Q1	$9K	Hold	249	–	–	﹤0.01%	342
2018 Q4	$7K	Sell	249 -1,058	-81%	-$37.5K	﹤0.01%	282
2018 Q3	$58K	Buy	1,307 +661	+102%	+$33.5K	0.02%	166
2018 Q2	$37K	Sell	646 -397	-38%	-$25.3K	0.02%	207
2018 Q1	$73K	Buy	1,043 +191	+22%	+$12.9K	0.03%	151
2017 Q4	$57K	Hold	852	–	–	0.03%	217
2017 Q3	$56K	Buy	852 +603	+242%	+$40K	0.02%	258
2017 Q2	$17K	Hold	249	–	–	0.01%	199
2017 Q1	$16K	Sell	249 -1,433	-85%	-$82.3K	0.01%	229
2016 Q4	$86K	Buy	+1,682	New	+$77.5K	0.06%	129

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Simon Quick Advisors's WDC Position: Q2 2026 in Review

Simon Quick Advisors opened a new position in Western Digital (WDC) in Q2 2026: 378 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #373 among its holdings. This is a return to the name: Simon Quick Advisors previously reported a position in WDC as recently as Q4 2020.

Simon Quick Advisors first reported a position in WDC in Q4 2016 and has held it in 18 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Simon Quick Advisors held 378 shares of Western Digital worth $241K as of Q2 2026.
Western Digital was a new Simon Quick Advisors position in Q2 2026.
Western Digital made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #373 holding.
Simon Quick Advisors first reported a position in Western Digital in Q4 2016 and has held it in 18 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.