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Capital Advisors Wealth Management’s Seagate STX Stock Holding History

Capital Advisors 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
Q3 		$327K Hold
355
– – 0.04% 178
2026
Q2 		$343K Buy
+355
New +$271K 0.04% 175

Other funds holding STX

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Capital Advisors Wealth Management's STX Position: Q3 2026 in Review

Capital Advisors Wealth Management held its Seagate (STX) position steady in Q3 2026 at 355 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #178.

Capital Advisors Wealth Management first reported a position in STX in Q2 2026 and has held it in 2 quarters since. The position peaked at $343K in Q2 2026. 82 funds tracked by Wall St. Rank hold STX as of Q3 2026.

  • Capital Advisors Wealth Management held 355 shares of Seagate worth $327K as of Q3 2026.
  • Capital Advisors Wealth Management left its Seagate share count unchanged in Q3 2026.
  • Seagate made up 0.04% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #178 holding.
  • Capital Advisors Wealth Management first reported a position in Seagate in Q2 2026 and has held it in 2 quarters since.
  • Capital Advisors Wealth Management's Seagate position peaked at $343K in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Seagate as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.