STA
WDC icon

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
2025
Q4 		– Hold
0
– -$842K – 1384
2025
Q3 		– Hold
0
– – – 918

Other funds holding WDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
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.