Tocqueville Asset Management’s Western Digital WDC Stock Holding History

Tocqueville Asset Management’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	$1.65M	Sell	2,585 -1,058	-29%	-$514K	0.02%	325
2026 Q1	$985K	Buy	3,643 +68	+2%	+$17.8K	0.01%	366
2025 Q4	$616K	Buy	3,575 +894	+33%	+$136K	0.01%	425
2025 Q3	$322K	Buy	+2,681	New	+$219K	﹤0.01%	485
2018 Q4	–	Sell	-6,312	Closed	-$279K	–	819
2018 Q3	$279K	Buy	6,312 +2,197	+53%	+$111K	﹤0.01%	704
2018 Q2	$241K	Sell	4,115 -505	-11%	-$32.1K	﹤0.01%	746
2018 Q1	$322K	Buy	4,620 +880	+24%	+$59.2K	﹤0.01%	694
2017 Q4	$225K	Sell	3,740 -783	-17%	-$50.4K	﹤0.01%	744
2017 Q3	$295K	Sell	4,523 -30,694	-87%	-$2.04M	﹤0.01%	705
2017 Q2	$2.36M	Sell	35,217 -22,861	-39%	-$1.52M	0.03%	405
2017 Q1	$3.62M	Buy	58,078 +52,177	+884%	+$3M	0.04%	346
2016 Q4	$303K	Buy	+5,901	New	+$272K	﹤0.01%	678
2014 Q3	–	Sell	-1,963	Closed	-$137K	–	1289
2014 Q2	$137K	Buy	1,963 +1,701	+649%	+$114K	﹤0.01%	1073
2014 Q1	$18K	Buy	262 +154	+143%	+$10.1K	﹤0.01%	1128
2013 Q4	$7K	Buy	+108	New	+$6.03K	﹤0.01%	1217

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tocqueville Asset Management's WDC Position: Q2 2026 in Review

Tocqueville Asset Management reduced its Western Digital (WDC) stake by 29% in Q2 2026, selling an estimated $514K and leaving 2,585 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #325.

Tocqueville Asset Management first reported a position in WDC in Q4 2013 and has held it in 15 quarters since. The position peaked at $3.62M in Q1 2017. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Tocqueville Asset Management held 2,585 shares of Western Digital worth $1.65M as of Q2 2026.
Tocqueville Asset Management sold 1,058 Western Digital shares in Q2 2026, an estimated $514K.
Western Digital made up 0.02% of Tocqueville Asset Management's portfolio in Q2 2026, its #325 holding.
Tocqueville Asset Management first reported a position in Western Digital in Q4 2013 and has held it in 15 quarters since.
Tocqueville Asset Management's Western Digital position peaked at $3.62M in Q1 2017.
1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Tocqueville Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.