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CogentBlue Wealth Advisors’s Seagate STX Stock Holding History

CogentBlue Wealth Advisors’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 		– Sell
-264
Closed -$255K – 94
2026
Q2 		$255K Buy
+264
New +$201K 0.15% 79

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

CogentBlue Wealth Advisors's STX Position: Q3 2026 in Review

CogentBlue Wealth Advisors sold out of Seagate (STX) in Q3 2026, closing a stake of 264 shares — an estimated $255K sold.

CogentBlue Wealth Advisors first reported a position in STX in Q2 2026 and held it in 1 quarter. The position peaked at $255K in Q2 2026. 82 funds tracked by Wall St. Rank hold STX as of Q3 2026.

  • CogentBlue Wealth Advisors reported no remaining Seagate position as of Q3 2026 after selling out during the quarter.
  • CogentBlue Wealth Advisors sold 264 Seagate shares in Q3 2026, an estimated $255K.
  • CogentBlue Wealth Advisors first reported a position in Seagate in Q2 2026 and held it in 1 quarter.
  • CogentBlue Wealth Advisors's Seagate position peaked at $255K in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Seagate as of Q3 2026.

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