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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
Q2 		$882K Buy
914
+4
+0.4% +$3.05K 0.05% 227
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
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 $3.38T AUM 44.17% 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

Berger Financial Group's STX Position: Q2 2026 in Review

Berger Financial Group increased its Seagate (STX) stake by 0.44% in Q2 2026, buying an estimated $3.05K and bringing the position to 914 shares worth $882K. The position accounts for 0.05% of the portfolio, ranked #227.

Berger Financial Group first reported a position in STX in Q4 2020 and has held it in 11 quarters since. The position peaked at $7.08M in Q4 2021. 1,965 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Berger Financial Group held 914 shares of Seagate worth $882K as of Q2 2026.
  • Berger Financial Group bought 4 Seagate shares in Q2 2026, an estimated $3.05K.
  • Seagate made up 0.05% of Berger Financial Group's portfolio in Q2 2026, its #227 holding.
  • Berger Financial Group first reported a position in Seagate in Q4 2020 and has held it in 11 quarters since.
  • Berger Financial Group's Seagate position peaked at $7.08M in Q4 2021.
  • 1,965 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.