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Stonegate Investment Group’s Western Digital WDC Stock Holding History

Stonegate Investment Group’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 		$263K Buy
+2,192
New +$179K 0.01% 339
2022
Q4 		– Sell
-11,587
Closed -$285K – 349
2022
Q3 		$285K Buy
11,587
+114
+1% +$3.78K 0.01% 231
2022
Q2 		$389K Buy
11,473
+1,683
+17% +$67.6K 0.02% 207
2022
Q1 		$367K Sell
9,790
-1,520
-13% -$62.4K 0.01% 192
2021
Q4 		$557K Buy
+11,310
New +$491K 0.02% 169

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stonegate Investment Group's WDC Position: Q3 2025 in Review

Stonegate Investment Group opened a new position in Western Digital (WDC) in Q3 2025: 2,192 shares worth $263K. The stake represents 0.01% of the portfolio and ranks #339 among its holdings. This is a return to the name: Stonegate Investment Group previously reported a position in WDC as recently as Q3 2022.

Stonegate Investment Group first reported a position in WDC in Q4 2021 and has held it in 5 quarters since. The position peaked at $557K in Q4 2021. 961 funds tracked by Wall St. Rank hold WDC as of Q3 2025.

  • Stonegate Investment Group held 2,192 shares of Western Digital worth $263K as of Q3 2025.
  • Western Digital was a new Stonegate Investment Group position in Q3 2025.
  • Western Digital made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #339 holding.
  • Stonegate Investment Group first reported a position in Western Digital in Q4 2021 and has held it in 5 quarters since.
  • Stonegate Investment Group's Western Digital position peaked at $557K in Q4 2021.
  • 961 funds tracked by Wall St. Rank held Western Digital as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.