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Avantax Planning Partners’s Seagate STX Stock Holding History

Avantax Planning Partners’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 		– Sell
-1,700
Closed -$468K – 464
2025
Q4 		$468K Sell
1,700
-4
-0.2% -$1.04K 0.01% 282
2025
Q3 		$402K Buy
1,704
+4
+0.2% +$683 0.01% 306
2025
Q2 		$245K Buy
+1,700
New +$176K 0.01% 395
2018
Q4 		– Sell
-512
Closed -$24K – 1074
2018
Q3 		$24K Buy
+512
New +$27.4K ﹤0.01% 659
2018
Q2 		– Sell
-870
Closed -$50K – 1311
2018
Q1 		$50K Buy
+870
New +$46.3K ﹤0.01% 527

Other funds holding STX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Planning Partners's STX Position: Q1 2026 in Review

Avantax Planning Partners sold out of Seagate (STX) in Q1 2026, closing a stake of 1,700 shares — an estimated $468K sold.

Avantax Planning Partners first reported a position in STX in Q1 2018 and held it in 5 quarters. The position peaked at $468K in Q4 2025. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • Avantax Planning Partners reported no remaining Seagate position as of Q1 2026 after selling out during the quarter.
  • Avantax Planning Partners sold 1,700 Seagate shares in Q1 2026, an estimated $468K.
  • Avantax Planning Partners first reported a position in Seagate in Q1 2018 and held it in 5 quarters.
  • Avantax Planning Partners's Seagate position peaked at $468K in Q4 2025.
  • 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.