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Beacon Financial Advisory’s Seagate STX Stock Holding History

Beacon Financial Advisory’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
2025
Q4 		– Sell
-8,013
Closed -$1.89M – 400
2025
Q3 		$1.89M Buy
8,013
+8
+0.1% +$1.36K 0.44% 45
2025
Q2 		$1.16M Sell
8,005
-35
-0.4% -$3.62K 0.3% 87
2025
Q1 		$683K Buy
+8,040
New +$760K 0.21% 128
2024
Q1 		– Sell
-4,070
Closed -$347K – 274
2023
Q4 		$347K Sell
4,070
-7,485
-65% -$559K 0.17% 162
2023
Q3 		$762K Buy
11,555
+405
+4% +$26.1K 0.42% 76
2023
Q2 		$690K Buy
11,150
+550
+5% +$33.6K 0.4% 82
2023
Q1 		$701K Buy
10,600
+1,600
+18% +$102K 0.45% 70
2022
Q4 		$473K Buy
9,000
+1,200
+15% +$63.8K 0.34% 102
2022
Q3 		$415K Sell
7,800
-600
-7% -$43.4K 0.3% 111
2022
Q2 		$600K Buy
8,400
+200
+2% +$16.3K 0.34% 98
2022
Q1 		$737K Buy
8,200
+200
+3% +$20.5K 0.35% 89
2021
Q4 		$904K Hold
8,000
– – 0.42% 76
2021
Q3 		$660K Buy
+8,000
New +$696K 0.34% 93

Other funds holding STX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Financial Advisory's STX Position: Q4 2025 in Review

Beacon Financial Advisory sold out of Seagate (STX) in Q4 2025, closing a stake of 8,013 shares — an estimated $1.89M sold.

Beacon Financial Advisory first reported a position in STX in Q3 2021 and held it in 13 quarters. The position peaked at $1.89M in Q3 2025. 1,274 funds tracked by Wall St. Rank hold STX as of Q4 2025.

  • Beacon Financial Advisory reported no remaining Seagate position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 8,013 Seagate shares in Q4 2025, an estimated $1.89M.
  • Beacon Financial Advisory first reported a position in Seagate in Q3 2021 and held it in 13 quarters.
  • Beacon Financial Advisory's Seagate position peaked at $1.89M in Q3 2025.
  • 1,274 funds tracked by Wall St. Rank held Seagate as of Q4 2025.

Based on Beacon Financial Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.