Trivest Advisors’s Western Digital WDC Stock Holding History

Trivest 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
2026 Q2	$628M	Buy	982,600 +637,600	+185%	+$310M	19.73%	3
2026 Q1	$93.3M	Sell	345,000 -530,000	-61%	-$138M	6.72%	6
2025 Q4	$151M	Sell	875,000 -45,000	-5%	-$6.82M	6.88%	6
2025 Q3	$110M	Buy	920,000 +756,700	+463%	+$61.8M	3.52%	12
2025 Q2	$10.4M	Buy	+163,300	New	+$7.77M	0.41%	30
2021 Q3	–	Sell	-26,460	Closed	-$1.42M	–	37
2021 Q2	$1.42M	Buy	+26,460	New	+$1.43M	0.15%	22

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

Trivest Advisors's WDC Position: Q2 2026 in Review

Trivest Advisors increased its Western Digital (WDC) stake by 185% in Q2 2026, buying an estimated $310M and bringing the position to 982,600 shares worth $628M. The position accounts for 19.73% of the portfolio, ranked #3.

Trivest Advisors first reported a position in WDC in Q2 2021 and has held it in 6 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Trivest Advisors held 982,600 shares of Western Digital worth $628M as of Q2 2026.
Trivest Advisors bought 637,600 Western Digital shares in Q2 2026, an estimated $310M.
Western Digital made up 19.73% of Trivest Advisors's portfolio in Q2 2026, its #3 holding.
Trivest Advisors first reported a position in Western Digital in Q2 2021 and has held it in 6 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Trivest Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.