Stevens Capital Management’s Western Digital WDC Stock Holding History

Stevens Capital Management’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	$11.7M	Buy	+18,383	New	+$8.94M	2.82%	7
2024 Q3	–	Sell	-4,187	Closed	-$240K	–	308
2024 Q2	$240K	Buy	+4,187	New	+$232K	0.08%	195
2021 Q4	–	Sell	-12,535	Closed	-$535K	–	294
2021 Q3	$535K	Buy	+12,535	New	+$596K	0.22%	91
2018 Q3	–	Sell	-96,403	Closed	-$5.64M	–	984
2018 Q2	$5.64M	Buy	+96,403	New	+$6.13M	0.2%	129
2018 Q1	–	Sell	-153,109	Closed	-$9.2M	–	1014
2017 Q4	$9.2M	Buy	153,109 +96,635	+171%	+$6.22M	0.36%	84
2017 Q3	$3.69M	Sell	56,474 -40,045	-41%	-$2.66M	0.14%	202
2017 Q2	$6.46M	Buy	+96,519	New	+$6.41M	0.24%	128
2016 Q2	–	Sell	-259,104	Closed	-$9.25M	–	1150
2016 Q1	$9.25M	Buy	259,104 +75,117	+41%	+$2.69M	0.37%	80
2015 Q4	$8.35M	Buy	+183,987	New	+$9.4M	0.33%	87
2015 Q3	–	Sell	-201,507	Closed	-$11.9M	–	1242
2015 Q2	$11.9M	Buy	201,507 +37,540	+23%	+$2.69M	0.43%	55
2015 Q1	$11.3M	Buy	+163,967	New	+$12.8M	0.4%	69
2014 Q4	–	Sell	-144,895	Closed	-$10.7M	–	1258
2014 Q3	$10.7M	Buy	144,895 +114,888	+383%	+$8.63M	0.32%	101
2014 Q2	$2.09M	Buy	+30,007	New	+$2.01M	0.06%	355
2013 Q4	–	Sell	-130,284	Closed	-$6.24M	–	1255
2013 Q3	$6.24M	Sell	130,284 -34,738	-21%	-$1.71M	0.18%	158
2013 Q2	$7.75M	Buy	+165,022	New	+$7.23M	0.26%	109

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

Stevens Capital Management's WDC Position: Q2 2026 in Review

Stevens Capital Management opened a new position in Western Digital (WDC) in Q2 2026: 18,383 shares worth $11.7M. The stake represents 2.82% of the portfolio and ranks #7 among its holdings. This is a return to the name: Stevens Capital Management previously reported a position in WDC as recently as Q2 2024.

Stevens Capital Management first reported a position in WDC in Q2 2013 and has held it in 15 quarters since. The position peaked at $11.9M in Q2 2015. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Stevens Capital Management held 18,383 shares of Western Digital worth $11.7M as of Q2 2026.
Western Digital was a new Stevens Capital Management position in Q2 2026.
Western Digital made up 2.82% of Stevens Capital Management's portfolio in Q2 2026, its #7 holding.
Stevens Capital Management first reported a position in Western Digital in Q2 2013 and has held it in 15 quarters since.
Stevens Capital Management's Western Digital position peaked at $11.9M in Q2 2015.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Stevens Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.