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Able Wealth Management’s Seagate STX Stock Holding History

Able Wealth Management’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
Q2 		$370K Buy
+393
New +$300K 0.08% 97
2024
Q1 		– Sell
-178
Closed -$15.2K – 513
2023
Q4 		$15.2K Buy
+178
New +$13.3K 0.01% 231

Other funds holding STX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Able Wealth Management's STX Position: Q2 2026 in Review

Able Wealth Management opened a new position in Seagate (STX) in Q2 2026: 393 shares worth $370K. The stake represents 0.08% of the portfolio and ranks #97 among its holdings. This is a return to the name: Able Wealth Management previously reported a position in STX as recently as Q4 2023.

Able Wealth Management first reported a position in STX in Q4 2023 and has held it in 2 quarters since. 1,960 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Able Wealth Management held 393 shares of Seagate worth $370K as of Q2 2026.
  • Seagate was a new Able Wealth Management position in Q2 2026.
  • Seagate made up 0.08% of Able Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Able Wealth Management first reported a position in Seagate in Q4 2023 and has held it in 2 quarters since.
  • 1,960 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.