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Summit Trail Advisors’s Western Digital WDC Stock Holding History

Summit Trail 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 		$24.7M Sell
38,623
-8,395
-18% -$4.08M 0.31% 46
2026
Q1 		$12.7M Buy
47,018
+3,317
+8% +$866K 0.18% 63
2025
Q4 		$7.53M Sell
43,701
-8,518
-16% -$1.29M 0.13% 97
2025
Q3 		$6.27M Buy
52,219
+7,049
+16% +$576K 0.09% 117
2025
Q2 		$2.89M Buy
+45,170
New +$2.15M 0.05% 190
2024
Q4 		– Sell
-25,965
Closed -$1.34M – 783
2024
Q3 		$1.34M Sell
25,965
-621
-2% -$31.4K 0.03% 218
2024
Q2 		$1.52M Buy
+26,586
New +$1.47M 0.04% 171
2018
Q2 		– Sell
-16,662
Closed -$634K – 689
2018
Q1 		$634K Buy
16,662
+2,976
+22% +$200K 0.11% 182
2017
Q4 		$882K Buy
+13,686
New +$881K 0.11% 168

Other funds holding WDC

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Trail Advisors's WDC Position: Q2 2026 in Review

Summit Trail Advisors reduced its Western Digital (WDC) stake by 18% in Q2 2026, selling an estimated $4.08M and leaving 38,623 shares worth $24.7M. The position accounts for 0.31% of the portfolio, ranked #46.

Summit Trail Advisors first reported a position in WDC in Q4 2017 and has held it in 9 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Summit Trail Advisors held 38,623 shares of Western Digital worth $24.7M as of Q2 2026.
  • Summit Trail Advisors sold 8,395 Western Digital shares in Q2 2026, an estimated $4.08M.
  • Western Digital made up 0.31% of Summit Trail Advisors's portfolio in Q2 2026, its #46 holding.
  • Summit Trail Advisors first reported a position in Western Digital in Q4 2017 and has held it in 9 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.