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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
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

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

Balboa Wealth Partners's STX Position: Q2 2026 in Review

Balboa Wealth Partners increased its Seagate (STX) stake by 2% in Q2 2026, buying an estimated $10.7K and bringing the position to 697 shares worth $673K. The position accounts for 0.09% of the portfolio, ranked #183.

Balboa Wealth Partners first reported a position in STX in Q3 2025 and has held it in 4 quarters since. 1,962 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Balboa Wealth Partners held 697 shares of Seagate worth $673K as of Q2 2026.
  • Balboa Wealth Partners bought 14 Seagate shares in Q2 2026, an estimated $10.7K.
  • Seagate made up 0.09% of Balboa Wealth Partners's portfolio in Q2 2026, its #183 holding.
  • Balboa Wealth Partners first reported a position in Seagate in Q3 2025 and has held it in 4 quarters since.
  • 1,962 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.