Balboa Wealth Partners
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Balboa Wealth Partners’s Seagate STX Stock Holding History

Balboa Wealth 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
Q3 		$544K Sell
590
-107
-15% -$91.4K 0.07% 222
2026
Q2 		$673K Buy
697
+14
+2% +$10.7K 0.09% 183
2026
Q1 		$268K Sell
683
-230
-25% -$87.8K 0.04% 328
2025
Q4 		$251K Sell
913
-655
-42% -$170K 0.04% 330
2025
Q3 		$370K Buy
+1,568
New +$268K 0.06% 227

Other funds holding STX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Balboa Wealth Partners's STX Position: Q3 2026 in Review

Balboa Wealth Partners reduced its Seagate (STX) stake by 15% in Q3 2026, selling an estimated $91.4K and leaving 590 shares worth $544K. The position accounts for 0.07% of the portfolio, ranked #222.

Balboa Wealth Partners first reported a position in STX in Q3 2025 and has held it in 5 quarters since. The position peaked at $673K in Q2 2026. 1,440 funds tracked by Wall St. Rank hold STX as of Q3 2026.

  • Balboa Wealth Partners held 590 shares of Seagate worth $544K as of Q3 2026.
  • Balboa Wealth Partners sold 107 Seagate shares in Q3 2026, an estimated $91.4K.
  • Seagate made up 0.07% of Balboa Wealth Partners's portfolio in Q3 2026, its #222 holding.
  • Balboa Wealth Partners first reported a position in Seagate in Q3 2025 and has held it in 5 quarters since.
  • Balboa Wealth Partners's Seagate position peaked at $673K in Q2 2026.
  • 1,440 funds tracked by Wall St. Rank held Seagate as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.