BWP
STX icon

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
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 $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

Balboa Wealth Partners's STX Position: Q1 2026 in Review

Balboa Wealth Partners reduced its Seagate (STX) stake by 25% in Q1 2026, selling an estimated $87.8K and leaving 683 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #328.

Balboa Wealth Partners first reported a position in STX in Q3 2025 and has held it in 3 quarters since. The position peaked at $370K in Q3 2025. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • Balboa Wealth Partners held 683 shares of Seagate worth $268K as of Q1 2026.
  • Balboa Wealth Partners sold 230 Seagate shares in Q1 2026, an estimated $87.8K.
  • Seagate made up 0.04% of Balboa Wealth Partners's portfolio in Q1 2026, its #328 holding.
  • Balboa Wealth Partners first reported a position in Seagate in Q3 2025 and has held it in 3 quarters since.
  • Balboa Wealth Partners's Seagate position peaked at $370K in Q3 2025.
  • 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.