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Carolinas Wealth Consulting’s Seagate STX Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-5
Closed -$425 – 827
2025
Q1 		$425 Sell
5
-5
-50% -$473 ﹤0.01% 971
2024
Q4 		$871 Sell
10
-5
-33% -$503 ﹤0.01% 965
2024
Q3 		$1.65K Buy
15
+5
+50% +$511 ﹤0.01% 844
2024
Q2 		$1.03K Buy
10
+5
+100% +$467 ﹤0.01% 908
2024
Q1 		$469 Hold
5
– – ﹤0.01% 988
2023
Q4 		$430 Sell
5
-81
-94% -$6.04K ﹤0.01% 948
2023
Q3 		$5.87K Sell
86
-244
-74% -$15.7K ﹤0.01% 590
2023
Q2 		$20.7K Buy
330
+48
+17% +$2.93K ﹤0.01% 472
2023
Q1 		$18.8K Sell
282
-105
-27% -$6.68K ﹤0.01% 506
2022
Q4 		$20.6K Hold
387
– – ﹤0.01% 491
2022
Q3 		$21K Hold
387
– – 0.01% 439
2022
Q2 		$28K Hold
387
– – 0.01% 409
2022
Q1 		$35K Sell
387
-115
-23% -$11.8K 0.01% 406
2021
Q4 		$57K Hold
502
– – 0.01% 349
2021
Q3 		$42K Hold
502
– – 0.01% 372
2021
Q2 		$44K Hold
502
– – 0.01% 382
2021
Q1 		$39K Sell
502
-243
-33% -$16.9K 0.01% 405
2020
Q4 		$47K Buy
745
+169
+29% +$9.5K 0.01% 354
2020
Q3 		$29K Buy
576
+571
+11,420% +$26.8K 0.01% 353
2020
Q2 		$0 Buy
+5
New +$251 ﹤0.01% 717

Other funds holding STX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's STX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Seagate (STX) in Q2 2025, closing a stake of 5 shares — an estimated $425 sold.

Carolinas Wealth Consulting first reported a position in STX in Q2 2020 and held it in 20 quarters. The position peaked at $57K in Q4 2021. 953 funds tracked by Wall St. Rank hold STX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Seagate position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 5 Seagate shares in Q2 2025, an estimated $425.
  • Carolinas Wealth Consulting first reported a position in Seagate in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Seagate position peaked at $57K in Q4 2021.
  • 953 funds tracked by Wall St. Rank held Seagate as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.