Creative Planning’s Seagate STX Stock Holding History

Creative Planning’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
2014 Q4	–	Sell	-200	Closed	-$1K	–	4333
2014 Q3	$1K	Buy	+200	New	+$11.8K	﹤0.01%	3866

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

Creative Planning's STX Position: Q2 2026 in Review

Creative Planning increased its Seagate (STX) stake by 19% in Q2 2026, buying an estimated $8.87M and bringing the position to 74,365 shares worth $71.8M. The position accounts for 0.04% of the portfolio, ranked #182.

Creative Planning first reported a position in STX in Q2 2013 and has held it in 53 quarters since. 1,958 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Creative Planning held 74,365 shares of Seagate worth $71.8M as of Q2 2026.
Creative Planning bought 11,630 Seagate shares in Q2 2026, an estimated $8.87M.
Seagate made up 0.04% of Creative Planning's portfolio in Q2 2026, its #182 holding.
Creative Planning first reported a position in Seagate in Q2 2013 and has held it in 53 quarters since.
1,958 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.