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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Trail Advisors's WDC Position: Q1 2026 in Review

Summit Trail Advisors increased its Western Digital (WDC) stake by 7.6% in Q1 2026, buying an estimated $866K and bringing the position to 47,018 shares worth $12.7M. The position accounts for 0.18% of the portfolio, ranked #63.

Summit Trail Advisors first reported a position in WDC in Q4 2017 and has held it in 8 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Summit Trail Advisors held 47,018 shares of Western Digital worth $12.7M as of Q1 2026.
Summit Trail Advisors bought 3,317 Western Digital shares in Q1 2026, an estimated $866K.
Western Digital made up 0.18% of Summit Trail Advisors's portfolio in Q1 2026, its #63 holding.
Summit Trail Advisors first reported a position in Western Digital in Q4 2017 and has held it in 8 quarters since.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.