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Waterloo Capital’s Western Digital WDC Stock Holding History

Waterloo Capital’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 		$1.03M Sell
1,609
-86
-5% -$41.8K 0.06% 246
2026
Q1 		$459K Buy
1,695
+220
+15% +$57.4K 0.03% 322
2025
Q4 		$254K Sell
1,475
-641
-30% -$97.2K 0.02% 407
2025
Q3 		$254K Buy
+2,116
New +$173K 0.02% 387
2024
Q3 		– Sell
-3,651
Closed -$209K – 400
2024
Q2 		$209K Sell
3,651
-236
-6% -$13.1K 0.03% 332
2024
Q1 		$200K Buy
+3,887
New +$170K 0.03% 349

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waterloo Capital's WDC Position: Q2 2026 in Review

Waterloo Capital reduced its Western Digital (WDC) stake by 5.1% in Q2 2026, selling an estimated $41.8K and leaving 1,609 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #246.

Waterloo Capital first reported a position in WDC in Q1 2024 and has held it in 6 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Waterloo Capital held 1,609 shares of Western Digital worth $1.03M as of Q2 2026.
  • Waterloo Capital sold 86 Western Digital shares in Q2 2026, an estimated $41.8K.
  • Western Digital made up 0.06% of Waterloo Capital's portfolio in Q2 2026, its #246 holding.
  • Waterloo Capital first reported a position in Western Digital in Q1 2024 and has held it in 6 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.