Betterment LLC’s Seagate STX Stock Holding History

Betterment LLC’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	$504K	Sell	522 -476	-48%	-$363K	﹤0.01%	479
2026 Q1	$391K	Buy	+998	New	+$381K	﹤0.01%	486

Other funds holding STX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC's STX Position: Q2 2026 in Review

Betterment LLC reduced its Seagate (STX) stake by 48% in Q2 2026, selling an estimated $363K and leaving 522 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Betterment LLC first reported a position in STX in Q1 2026 and has held it in 2 quarters since. 1,965 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Betterment LLC held 522 shares of Seagate worth $504K as of Q2 2026.
Betterment LLC sold 476 Seagate shares in Q2 2026, an estimated $363K.
Seagate made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #479 holding.
Betterment LLC first reported a position in Seagate in Q1 2026 and has held it in 2 quarters since.
1,965 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.