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Consolidated Planning Corp’s Seagate STX Stock Holding History

Consolidated Planning Corp’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 		$219K Buy
+227
New +$173K 0.03% 148
2021
Q4 		– Sell
-61
Closed -$5K – 391
2021
Q3 		$5K Buy
+61
New +$5.31K ﹤0.01% 366

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 $3.38T AUM 44.17% 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

Consolidated Planning Corp's STX Position: Q2 2026 in Review

Consolidated Planning Corp opened a new position in Seagate (STX) in Q2 2026: 227 shares worth $219K. The stake represents 0.03% of the portfolio and ranks #148 among its holdings. This is a return to the name: Consolidated Planning Corp previously reported a position in STX as recently as Q3 2021.

Consolidated Planning Corp first reported a position in STX in Q3 2021 and has held it in 2 quarters since. 1,965 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Consolidated Planning Corp held 227 shares of Seagate worth $219K as of Q2 2026.
  • Seagate was a new Consolidated Planning Corp position in Q2 2026.
  • Seagate made up 0.03% of Consolidated Planning Corp's portfolio in Q2 2026, its #148 holding.
  • Consolidated Planning Corp first reported a position in Seagate in Q3 2021 and has held it in 2 quarters since.
  • 1,965 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.