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Concord Wealth Partners’s Seagate STX Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-100
Closed -$27.5K – 711
2025
Q4 		$27.5K Buy
+100
New +$26K ﹤0.01% 401
2025
Q1 		– Sell
-700
Closed -$60.4K – 962
2024
Q4 		$60.4K Sell
700
-800
-53% -$80.5K 0.01% 300
2024
Q3 		$164K Buy
1,500
+800
+114% +$81.8K 0.03% 219
2024
Q2 		$72.3K Sell
700
-1,200
-63% -$112K 0.01% 264
2024
Q1 		$177K Buy
1,900
+900
+90% +$79.2K 0.03% 219
2023
Q4 		$85.4K Sell
1,000
-1,800
-64% -$134K 0.02% 291
2023
Q3 		$185K Hold
2,800
– – 0.04% 205
2023
Q2 		$173K Hold
2,800
– – 0.04% 207
2023
Q1 		$185K Sell
2,800
-105
-4% -$6.68K 0.05% 174
2022
Q4 		$153K Buy
+2,905
New +$154K 0.05% 193
2022
Q3 		– Sell
-2,905
Closed -$208K – 1019
2022
Q2 		$208K Sell
2,905
-113
-4% -$9.18K 0.06% 158
2022
Q1 		$271K Sell
3,018
-11
-0.4% -$1.13K 0.07% 147
2021
Q4 		$342K Buy
3,029
+217
+8% +$21.1K 0.08% 129
2021
Q3 		$232K Sell
2,812
-9
-0.3% -$783 0.1% 79
2021
Q2 		$248K Sell
2,821
-1,300
-32% -$117K 0.07% 118
2021
Q1 		$316K Buy
4,121
+21
+0.5% +$1.46K 0.11% 93
2020
Q4 		$255K Buy
+4,100
New +$230K 0.2% 58

Other funds holding STX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concord Wealth Partners's STX Position: Q1 2026 in Review

Concord Wealth Partners sold out of Seagate (STX) in Q1 2026, closing a stake of 100 shares — an estimated $27.5K sold.

Concord Wealth Partners first reported a position in STX in Q4 2020 and held it in 17 quarters. The position peaked at $342K in Q4 2021. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • Concord Wealth Partners reported no remaining Seagate position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 100 Seagate shares in Q1 2026, an estimated $27.5K.
  • Concord Wealth Partners first reported a position in Seagate in Q4 2020 and held it in 17 quarters.
  • Concord Wealth Partners's Seagate position peaked at $342K in Q4 2021.
  • 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.