Advisor OS’s Seagate STX Stock Holding History

Advisor OS’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 Q1	$400K	Buy	1,020 +21	+2%	+$8.01K	0.03%	351
2025 Q4	$275K	Buy	999 +15	+2%	+$3.89K	0.02%	398
2025 Q3	$232K	Buy	+984	New	+$168K	0.02%	417

Other funds holding STX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor OS's STX Position: Q1 2026 in Review

Advisor OS increased its Seagate (STX) stake by 2.1% in Q1 2026, buying an estimated $8.01K and bringing the position to 1,020 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #351.

Advisor OS first reported a position in STX in Q3 2025 and has held it in 3 quarters since. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

Advisor OS held 1,020 shares of Seagate worth $400K as of Q1 2026.
Advisor OS bought 21 Seagate shares in Q1 2026, an estimated $8.01K.
Seagate made up 0.03% of Advisor OS's portfolio in Q1 2026, its #351 holding.
Advisor OS first reported a position in Seagate in Q3 2025 and has held it in 3 quarters since.
1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.