Aviso Wealth Management’s Seagate STX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.71M Sell
6,906
-328
-5% -$125K 1.22% 25
2025
Q4
$1.99M Sell
7,234
-24
-0.3% -$6.23K 0.84% 31
2025
Q3
$1.71M Buy
7,258
+45
+0.6% +$7.68K 0.75% 31
2025
Q2
$1.04M Sell
7,213
-153
-2% -$15.8K 0.49% 53
2025
Q1
$626K Sell
7,366
-166
-2% -$15.7K 0.33% 79
2024
Q4
$650K Hold
7,532
0.33% 77
2024
Q3
$825K Sell
7,532
-10
-0.1% -$1.02K 0.45% 62
2024
Q2
$779K Sell
7,542
-181
-2% -$16.9K 0.46% 59
2024
Q1
$719K Sell
7,723
-27
-0.3% -$2.37K 0.45% 57
2023
Q4
$662K Buy
+7,750
New +$578K 0.48% 53

Other funds holding STX

Aviso Wealth Management's STX Position: Q1 2026 in Review

Aviso Wealth Management reduced its Seagate (STX) stake by 4.5% in Q1 2026, selling an estimated $125K and leaving 6,906 shares worth $2.71M. The position accounts for 1.22% of the portfolio, ranked #25.

Aviso Wealth Management first reported a position in STX in Q4 2023 and has held it in 10 quarters since. 1,457 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • Aviso Wealth Management held 6,906 shares of Seagate worth $2.71M as of Q1 2026.
  • Aviso Wealth Management sold 328 Seagate shares in Q1 2026, an estimated $125K.
  • Seagate made up 1.22% of Aviso Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Aviso Wealth Management first reported a position in Seagate in Q4 2023 and has held it in 10 quarters since.
  • 1,457 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.