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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
2014
Q1 		– Sell
-1,058
Closed -$3K – 377
2013
Q4 		$3K Buy
+1,058
New +$59.1K ﹤0.01% 291

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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. 1,171 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.
  • 1,171 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.