Berger Financial Group’s Seagate STX Stock Holding History

Berger Financial Group’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	$357K	Buy	910 +77	+9%	+$29.4K	0.02%	340
2025 Q4	$229K	Buy	+833	New	+$216K	0.01%	424
2023 Q1	–	Sell	-65,149	Closed	-$3.43M	–	286
2022 Q4	$3.43M	Buy	65,149 +3,524	+6%	+$187K	0.45%	69
2022 Q3	$3.28M	Buy	+61,625	New	+$4.45M	0.48%	63
2022 Q2	–	Sell	-44,583	Closed	-$4.01M	–	280
2022 Q1	$4.01M	Sell	44,583 -18,088	-29%	-$1.85M	0.51%	61
2021 Q4	$7.08M	Buy	62,671 +138	+0.2%	+$13.4K	0.94%	25
2021 Q3	$5.16M	Sell	62,533 -1,228	-2%	-$107K	0.93%	31
2021 Q2	$5.61M	Sell	63,761 -1,658	-3%	-$149K	1.01%	24
2021 Q1	$5.02M	Sell	65,419 -15,048	-19%	-$1.05M	1.09%	21
2020 Q4	$5M	Buy	+80,467	New	+$4.52M	0.87%	27

Other funds holding STX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berger Financial Group's STX Position: Q1 2026 in Review

Berger Financial Group increased its Seagate (STX) stake by 9.2% in Q1 2026, buying an estimated $29.4K and bringing the position to 910 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #340.

Berger Financial Group first reported a position in STX in Q4 2020 and has held it in 10 quarters since. The position peaked at $7.08M in Q4 2021. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

Berger Financial Group held 910 shares of Seagate worth $357K as of Q1 2026.
Berger Financial Group bought 77 Seagate shares in Q1 2026, an estimated $29.4K.
Seagate made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #340 holding.
Berger Financial Group first reported a position in Seagate in Q4 2020 and has held it in 10 quarters since.
Berger Financial Group's Seagate position peaked at $7.08M in Q4 2021.
1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.