Tortoise Investment Management’s Western Digital WDC Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-29	Closed	-$3.48K	–	1443
2025 Q3	$3.48K	Buy	29 +9	+45%	+$735	﹤0.01%	762
2025 Q2	$1.28K	Buy	+20	New	+$952	﹤0.01%	903
2020 Q2	–	Sell	-37	Closed	-$1K	–	562
2020 Q1	$1K	Hold	37	–	–	﹤0.01%	536
2019 Q4	$2K	Hold	37	–	–	﹤0.01%	546
2019 Q3	$2K	Hold	37	–	–	﹤0.01%	550
2019 Q2	$1K	Hold	37	–	–	﹤0.01%	617
2019 Q1	$1K	Buy	+37	New	+$1.27K	﹤0.01%	613
2018 Q4	–	Sell	-139	Closed	-$6K	–	568
2018 Q3	$6K	Hold	139	–	–	﹤0.01%	448
2018 Q2	$8K	Hold	139	–	–	﹤0.01%	433
2018 Q1	$10K	Hold	139	–	–	﹤0.01%	388
2017 Q4	$8K	Buy	+139	New	+$8.95K	﹤0.01%	417
2016 Q1	–	Sell	-1,654	Closed	-$75K	–	435
2015 Q4	$75K	Hold	1,654	–	–	0.03%	174
2015 Q3	$99K	Hold	1,654	–	–	0.04%	148
2015 Q2	$98K	Hold	1,654	–	–	0.04%	161
2015 Q1	$114K	Hold	1,654	–	–	0.04%	144
2014 Q4	$138K	Sell	1,654 -198	-11%	-$14.9K	0.06%	131
2014 Q3	$136K	Hold	1,852	–	–	0.06%	125
2014 Q2	$129K	Hold	1,852	–	–	0.05%	129
2014 Q1	$129K	Hold	1,852	–	–	0.06%	120
2013 Q4	$117K	Buy	+1,852	New	+$103K	0.06%	114

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tortoise Investment Management's WDC Position: Q4 2025 in Review

Tortoise Investment Management sold out of Western Digital (WDC) in Q4 2025, closing a stake of 29 shares — an estimated $3.48K sold.

Tortoise Investment Management first reported a position in WDC in Q4 2013 and held it in 20 quarters. The position peaked at $138K in Q4 2014. 1,174 funds tracked by Wall St. Rank hold WDC as of Q4 2025.

Tortoise Investment Management reported no remaining Western Digital position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 29 Western Digital shares in Q4 2025, an estimated $3.48K.
Tortoise Investment Management first reported a position in Western Digital in Q4 2013 and held it in 20 quarters.
Tortoise Investment Management's Western Digital position peaked at $138K in Q4 2014.
1,174 funds tracked by Wall St. Rank held Western Digital as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.