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Catherine Avery Investment Management’s Seagate STX Stock Holding History

Catherine Avery Investment 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 		$11.2M Sell
11,595
-1,030
-8% -$786K 4.89% 1
2026
Q1 		$4.95M Sell
12,625
-519
-4% -$198K 2.21% 33
2025
Q4 		$3.62M Sell
13,144
-11,892
-47% -$3.09M 2.17% 30
2025
Q3 		$5.91M Sell
25,036
-7,991
-24% -$1.36M 3.81% 1
2025
Q2 		$4.77M Buy
33,027
+31,986
+3,073% +$3.31M 3.62% 1
2025
Q1 		$88.4K Sell
1,041
-2,369
-69% -$224K 0.08% 55
2024
Q4 		$294K Buy
+3,410
New +$343K 0.26% 42

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

Catherine Avery Investment Management's STX Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Seagate (STX) stake by 8.2% in Q2 2026, selling an estimated $786K and leaving 11,595 shares worth $11.2M. The position accounts for 4.89% of the portfolio, ranked #1.

Catherine Avery Investment Management first reported a position in STX in Q4 2024 and has held it in 7 quarters since. 1,950 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Catherine Avery Investment Management held 11,595 shares of Seagate worth $11.2M as of Q2 2026.
  • Catherine Avery Investment Management sold 1,030 Seagate shares in Q2 2026, an estimated $786K.
  • Seagate made up 4.89% of Catherine Avery Investment Management's portfolio in Q2 2026, its #1 holding.
  • Catherine Avery Investment Management first reported a position in Seagate in Q4 2024 and has held it in 7 quarters since.
  • 1,950 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.