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 Q2	$78.2K	Buy	+81	New	+$61.8K	0.01%	312
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concord Wealth Partners's STX Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Seagate (STX) in Q2 2026: 81 shares worth $78.2K. The stake represents 0.01% of the portfolio and ranks #312 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in STX as recently as Q4 2025.

Concord Wealth Partners first reported a position in STX in Q4 2020 and has held it in 18 quarters since. The position peaked at $342K in Q4 2021. 1,958 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Concord Wealth Partners held 81 shares of Seagate worth $78.2K as of Q2 2026.
Seagate was a new Concord Wealth Partners position in Q2 2026.
Seagate made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #312 holding.
Concord Wealth Partners first reported a position in Seagate in Q4 2020 and has held it in 18 quarters since.
Concord Wealth Partners's Seagate position peaked at $342K in Q4 2021.
1,958 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.