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Blue Whale Capital’s Seagate STX Stock Holding History

Blue Whale Capital’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 		$105M Buy
109,222
+32,148
+42% +$24.5M 3.34% 11
2026
Q1 		$30.2M Sell
77,074
-71,200
-48% -$27.2M 1.44% 21
2025
Q4 		$40.8M Sell
148,274
-73,431
-33% -$19.1M 2.1% 17
2025
Q3 		$52.3M Buy
+221,705
New +$37.8M 2.89% 13

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 $3.37T AUM 44.26% 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

Blue Whale Capital's STX Position: Q2 2026 in Review

Blue Whale Capital increased its Seagate (STX) stake by 42% in Q2 2026, buying an estimated $24.5M and bringing the position to 109,222 shares worth $105M. The position accounts for 3.34% of the portfolio, ranked #11.

Blue Whale Capital first reported a position in STX in Q3 2025 and has held it in 4 quarters since. 1,962 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Blue Whale Capital held 109,222 shares of Seagate worth $105M as of Q2 2026.
  • Blue Whale Capital bought 32,148 Seagate shares in Q2 2026, an estimated $24.5M.
  • Seagate made up 3.34% of Blue Whale Capital's portfolio in Q2 2026, its #11 holding.
  • Blue Whale Capital first reported a position in Seagate in Q3 2025 and has held it in 4 quarters since.
  • 1,962 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Blue Whale Capital's 13F filing for Q2 2026, filed 13 Aug 2026.