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Carbahal Olsen Financial Services Group’s Seagate STX Stock Holding History

Carbahal Olsen Financial Services 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 		$965K Hold
1,000
– – 0.67% 14
2026
Q1 		$392K Hold
1,000
– – 0.31% 25
2025
Q4 		$275K Hold
1,000
– – 0.21% 34
2025
Q3 		$236K Buy
+1,000
New +$171K 0.19% 33

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

Carbahal Olsen Financial Services Group's STX Position: Q2 2026 in Review

Carbahal Olsen Financial Services Group held its Seagate (STX) position steady in Q2 2026 at 1,000 shares worth $965K. The position accounts for 0.67% of the portfolio, ranked #14.

Carbahal Olsen Financial Services Group first reported a position in STX in Q3 2025 and has held it in 4 quarters since. 1,965 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Carbahal Olsen Financial Services Group held 1,000 shares of Seagate worth $965K as of Q2 2026.
  • Carbahal Olsen Financial Services Group left its Seagate share count unchanged in Q2 2026.
  • Seagate made up 0.67% of Carbahal Olsen Financial Services Group's portfolio in Q2 2026, its #14 holding.
  • Carbahal Olsen Financial Services Group first reported a position in Seagate in Q3 2025 and has held it in 4 quarters since.
  • 1,965 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.