Blue Bell Private Wealth Management’s Seagate STX Stock Holding History

Blue Bell Private Wealth Management’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	$205K	Buy	212 +3	+1%	+$2.29K	0.03%	279
2026 Q1	$81.9K	Hold	209	–	–	0.01%	360
2025 Q4	$57.6K	Buy	209 +9	+5%	+$2.34K	0.01%	395
2025 Q3	$47.2K	Hold	200	–	–	0.01%	405
2025 Q2	$28.9K	Hold	200	–	–	﹤0.01%	441
2025 Q1	$17K	Hold	200	–	–	﹤0.01%	473
2024 Q4	$17.3K	Sell	200 -26	-12%	-$2.62K	﹤0.01%	456
2024 Q3	$24.8K	Buy	226 +26	+13%	+$2.66K	﹤0.01%	450
2024 Q2	$20.7K	Hold	200	–	–	﹤0.01%	458
2024 Q1	$18.6K	Hold	200	–	–	﹤0.01%	466
2023 Q4	$17.1K	Hold	200	–	–	﹤0.01%	445
2023 Q3	$13.2K	Hold	200	–	–	﹤0.01%	400
2023 Q2	$12.4K	Hold	200	–	–	﹤0.01%	392
2023 Q1	$13.2K	Hold	200	–	–	﹤0.01%	354
2022 Q4	$10.5K	Hold	200	–	–	﹤0.01%	373
2022 Q3	$11K	Hold	200	–	–	﹤0.01%	370
2022 Q2	$14K	Hold	200	–	–	﹤0.01%	353
2022 Q1	$18K	Hold	200	–	–	0.01%	340
2021 Q4	$23K	Buy	+200	New	+$19.4K	0.01%	291
2016 Q4	–	Sell	-890	Closed	-$35K	–	377
2016 Q3	$35K	Hold	890	–	–	0.02%	240
2016 Q2	$22K	Hold	890	–	–	0.01%	284
2016 Q1	$31K	Hold	890	–	–	0.02%	257
2015 Q4	$33K	Hold	890	–	–	0.02%	255
2015 Q3	$40K	Hold	890	–	–	0.03%	238
2015 Q2	$42K	Hold	890	–	–	0.03%	240
2015 Q1	$46K	Hold	890	–	–	0.03%	227
2014 Q4	$59K	Hold	890	–	–	0.03%	210
2014 Q3	$51K	Hold	890	–	–	0.03%	228
2014 Q2	$51K	Hold	890	–	–	0.03%	216
2014 Q1	$50K	Hold	890	–	–	0.03%	189
2013 Q4	$50K	Buy	+890	New	+$44K	0.04%	191

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

Blue Bell Private Wealth Management's STX Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its Seagate (STX) stake by 1.4% in Q2 2026, buying an estimated $2.29K and bringing the position to 212 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #279.

Blue Bell Private Wealth Management first reported a position in STX in Q4 2013 and has held it in 31 quarters since. 1,965 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Blue Bell Private Wealth Management held 212 shares of Seagate worth $205K as of Q2 2026.
Blue Bell Private Wealth Management bought 3 Seagate shares in Q2 2026, an estimated $2.29K.
Seagate made up 0.03% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #279 holding.
Blue Bell Private Wealth Management first reported a position in Seagate in Q4 2013 and has held it in 31 quarters since.
1,965 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.