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Aviso Wealth Management’s Seagate STX Stock Holding History

Aviso Wealth Management’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 		$6.51M Sell
6,751
-155
-2% -$118K 2.22% 9
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aviso Wealth Management's STX Position: Q2 2026 in Review

Aviso Wealth Management reduced its Seagate (STX) stake by 2.2% in Q2 2026, selling an estimated $118K and leaving 6,751 shares worth $6.51M. The position accounts for 2.22% of the portfolio, ranked #9.

Aviso Wealth Management first reported a position in STX in Q4 2023 and has held it in 11 quarters since. 1,962 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Aviso Wealth Management held 6,751 shares of Seagate worth $6.51M as of Q2 2026.
  • Aviso Wealth Management sold 155 Seagate shares in Q2 2026, an estimated $118K.
  • Seagate made up 2.22% of Aviso Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Aviso Wealth Management first reported a position in Seagate in Q4 2023 and has held it in 11 quarters since.
  • 1,962 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.