Superior Planning, LLC’s Seagate STX Stock Holding History

Superior Planning, LLC’s Portfolio STX Stock Details STX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$924K	Buy	+1,002	New	+$856K	0.38%	51

Other funds holding STX

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Superior Planning, LLC's STX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Seagate (STX) in Q3 2026: 1,002 shares worth $924K. The stake represents 0.38% of the portfolio and ranks #51 among its holdings.

1,403 funds tracked by Wall St. Rank hold STX as of Q3 2026.

Superior Planning, LLC held 1,002 shares of Seagate worth $924K as of Q3 2026.
Seagate was a new Superior Planning, LLC position in Q3 2026.
Seagate made up 0.38% of Superior Planning, LLC's portfolio in Q3 2026, its #51 holding.
1,403 funds tracked by Wall St. Rank held Seagate as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.