Avantax Advisory Services’s Seagate STX Stock Holding History

Avantax Advisory Services’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
2025 Q2	$2.17M	Sell	15,016 -1,146	-7%	-$119K	0.01%	762
2025 Q1	$1.37M	Buy	16,162 +2,122	+15%	+$201K	0.01%	935
2024 Q4	$1.21M	Buy	14,040 +1,736	+14%	+$175K	0.01%	954
2024 Q3	$1.35M	Sell	12,304 -675	-5%	-$69K	0.01%	867
2024 Q2	$1.34M	Buy	12,979 +5,566	+75%	+$520K	0.01%	827
2024 Q1	$690K	Sell	7,413 -68	-0.9%	-$5.98K	0.01%	905
2023 Q4	$639K	Sell	7,481 -71	-0.9%	-$5.3K	0.01%	885
2023 Q3	$498K	Sell	7,552 -536	-7%	-$34.5K	0.01%	947
2023 Q2	$500K	Sell	8,088 -2,290	-22%	-$140K	0.01%	943
2023 Q1	$686K	Buy	10,378 +2,397	+30%	+$153K	0.01%	791
2022 Q4	$420K	Sell	7,981 -737	-8%	-$39.2K	0.01%	943
2022 Q3	$464K	Buy	8,718 +662	+8%	+$47.8K	0.01%	809
2022 Q2	$575K	Sell	8,056 -656	-8%	-$53.3K	0.01%	728
2022 Q1	$781K	Sell	8,712 -23,174	-73%	-$2.37M	0.01%	623
2021 Q4	$3.6M	Buy	31,886 +3,925	+14%	+$381K	0.05%	253
2021 Q3	$2.31M	Buy	27,961 +8,328	+42%	+$725K	0.04%	315
2021 Q2	$1.73M	Buy	19,633 +13,597	+225%	+$1.23M	0.03%	362
2021 Q1	$463K	Sell	6,036 -1,021	-14%	-$71.1K	0.01%	646
2020 Q4	$437K	Sell	7,057 -5,705	-45%	-$321K	0.01%	593
2020 Q3	$632K	Buy	12,762 +7,085	+125%	+$333K	0.01%	715
2020 Q2	$275K	Buy	5,677 +138	+2%	+$6.92K	0.01%	680
2020 Q1	$269K	Sell	5,539 -885	-14%	-$47.3K	0.01%	617
2019 Q4	$385K	Buy	6,424 +1,161	+22%	+$66.7K	0.01%	556
2019 Q3	$285K	Buy	5,263 +845	+19%	+$41.5K	0.01%	445
2019 Q2	$208K	Buy	+4,418	New	+$206K	0.01%	482

Other funds holding STX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's STX Position: Q2 2025 in Review

Avantax Advisory Services reduced its Seagate (STX) stake by 7.1% in Q2 2025, selling an estimated $119K and leaving 15,016 shares worth $2.17M. The position accounts for 0.01% of the portfolio, ranked #762.

Avantax Advisory Services first reported a position in STX in Q2 2019 and has held it in 25 quarters since. The position peaked at $3.6M in Q4 2021. 953 funds tracked by Wall St. Rank hold STX as of Q2 2025.

Avantax Advisory Services held 15,016 shares of Seagate worth $2.17M as of Q2 2025.
Avantax Advisory Services sold 1,146 Seagate shares in Q2 2025, an estimated $119K.
Seagate made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #762 holding.
Avantax Advisory Services first reported a position in Seagate in Q2 2019 and has held it in 25 quarters since.
Avantax Advisory Services's Seagate position peaked at $3.6M in Q4 2021.
953 funds tracked by Wall St. Rank held Seagate as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.