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 Q3	$320K	Buy	703 +325	+86%	+$158K	0.01%	348
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

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Simon Quick Advisors's WDC Position: Q3 2026 in Review

Simon Quick Advisors increased its Western Digital (WDC) stake by 86% in Q3 2026, buying an estimated $158K and bringing the position to 703 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #348.

Simon Quick Advisors first reported a position in WDC in Q4 2016 and has held it in 19 quarters since. 546 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Simon Quick Advisors held 703 shares of Western Digital worth $320K as of Q3 2026.
Simon Quick Advisors bought 325 Western Digital shares in Q3 2026, an estimated $158K.
Western Digital made up 0.01% of Simon Quick Advisors's portfolio in Q3 2026, its #348 holding.
Simon Quick Advisors first reported a position in Western Digital in Q4 2016 and has held it in 19 quarters since.
546 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.