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Trifecta Capital Advisors’s Western Digital WDC Stock Holding History

Trifecta Capital 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
Q2 		– Sell
-20
Closed -$809 – 510
2025
Q1 		$809 Sell
20
-6
-23% -$285 ﹤0.01% 393
2024
Q4 		$1.19K Buy
+26
New +$1.31K ﹤0.01% 355

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Trifecta Capital Advisors's WDC Position: Q2 2025 in Review

Trifecta Capital Advisors sold out of Western Digital (WDC) in Q2 2025, closing a stake of 20 shares — an estimated $809 sold.

Trifecta Capital Advisors first reported a position in WDC in Q4 2024 and held it in 2 quarters. The position peaked at $1.19K in Q4 2024. 748 funds tracked by Wall St. Rank hold WDC as of Q2 2025.

  • Trifecta Capital Advisors reported no remaining Western Digital position as of Q2 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 20 Western Digital shares in Q2 2025, an estimated $809.
  • Trifecta Capital Advisors first reported a position in Western Digital in Q4 2024 and held it in 2 quarters.
  • Trifecta Capital Advisors's Western Digital position peaked at $1.19K in Q4 2024.
  • 748 funds tracked by Wall St. Rank held Western Digital as of Q2 2025.

Based on Trifecta Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.