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 Q2	$854K	Sell	885 -135	-13%	-$103K	0.06%	225
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Advisor OS's STX Position: Q2 2026 in Review

Advisor OS reduced its Seagate (STX) stake by 13% in Q2 2026, selling an estimated $103K and leaving 885 shares worth $854K. The position accounts for 0.06% of the portfolio, ranked #225.

Advisor OS first reported a position in STX in Q3 2025 and has held it in 4 quarters since. 1,965 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Advisor OS held 885 shares of Seagate worth $854K as of Q2 2026.
Advisor OS sold 135 Seagate shares in Q2 2026, an estimated $103K.
Seagate made up 0.06% of Advisor OS's portfolio in Q2 2026, its #225 holding.
Advisor OS first reported a position in Seagate in Q3 2025 and has held it in 4 quarters since.
1,965 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.