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SVB Wealth’s Western Digital WDC Stock Holding History

SVB Wealth’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 		$503K Buy
788
+46
+6% +$22.4K 0.03% 273
2026
Q1 		$201K Buy
+742
New +$194K 0.01% 377
2025
Q1 		– Sell
-7,479
Closed -$337K – 1812
2024
Q4 		$337K Buy
+7,479
New +$376K 0.01% 521
2024
Q3 		– Sell
-7,389
Closed -$423K – 624
2024
Q2 		$423K Sell
7,389
-544
-7% -$30.2K 0.01% 463
2024
Q1 		$409K Buy
+7,933
New +$347K 0.01% 534
2023
Q4 		– Sell
-12,657
Closed -$437K – 951
2023
Q3 		$437K Sell
12,657
-258
-2% -$8.14K 0.01% 494
2023
Q2 		$370K Sell
12,915
-2,490
-16% -$69.3K 0.01% 584
2023
Q1 		$439K Sell
15,405
-610
-4% -$17.9K 0.01% 577
2022
Q4 		$382K Buy
16,015
+6,004
+60% +$158K 0.01% 645
2022
Q3 		$246K Buy
10,011
+716
+8% +$23.8K ﹤0.01% 768
2022
Q2 		$315K Sell
9,295
-314
-3% -$12.6K ﹤0.01% 546
2022
Q1 		$361K Buy
9,609
+999
+12% +$41K ﹤0.01% 533
2021
Q4 		$424K Sell
8,610
-33,322
-79% -$1.45M 0.01% 488
2021
Q3 		$1.79M Buy
41,932
+11,019
+36% +$524K 0.02% 271
2021
Q2 		$1.66M Buy
30,913
+5,802
+23% +$314K 0.02% 286
2021
Q1 		$1.27M Buy
25,111
+10,955
+77% +$512K 0.02% 309
2020
Q4 		$593K Buy
14,156
+4,384
+45% +$146K 0.01% 428
2020
Q3 		$270K Buy
+9,772
New +$290K ﹤0.01% 553
2016
Q1 		– Sell
-10,940
Closed -$497K – 540
2015
Q4 		$497K Sell
10,940
-54,742
-83% -$2.8M 0.02% 374
2015
Q3 		$3.94M Buy
65,682
+17,201
+35% +$1.03M 0.15% 144
2015
Q2 		$2.87M Buy
48,481
+9,411
+24% +$674K 0.1% 188
2015
Q1 		$2.69M Buy
39,070
+36,200
+1,261% +$2.83M 0.09% 202
2014
Q4 		$240K Buy
+2,870
New +$217K 0.01% 500

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

SVB Wealth's WDC Position: Q2 2026 in Review

SVB Wealth increased its Western Digital (WDC) stake by 6.2% in Q2 2026, buying an estimated $22.4K and bringing the position to 788 shares worth $503K. The position accounts for 0.03% of the portfolio, ranked #273.

SVB Wealth first reported a position in WDC in Q4 2014 and has held it in 23 quarters since. The position peaked at $3.94M in Q3 2015. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • SVB Wealth held 788 shares of Western Digital worth $503K as of Q2 2026.
  • SVB Wealth bought 46 Western Digital shares in Q2 2026, an estimated $22.4K.
  • Western Digital made up 0.03% of SVB Wealth's portfolio in Q2 2026, its #273 holding.
  • SVB Wealth first reported a position in Western Digital in Q4 2014 and has held it in 23 quarters since.
  • SVB Wealth's Western Digital position peaked at $3.94M in Q3 2015.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.