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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's STX Position: Q1 2026 in Review

Creative Planning increased its Seagate (STX) stake by 6.6% in Q1 2026, buying an estimated $1.49M and bringing the position to 62,735 shares worth $24.6M. The position accounts for 0.02% of the portfolio, ranked #364.

Creative Planning first reported a position in STX in Q2 2013 and has held it in 52 quarters since. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

Creative Planning held 62,735 shares of Seagate worth $24.6M as of Q1 2026.
Creative Planning bought 3,911 Seagate shares in Q1 2026, an estimated $1.49M.
Seagate made up 0.02% of Creative Planning's portfolio in Q1 2026, its #364 holding.
Creative Planning first reported a position in Seagate in Q2 2013 and has held it in 52 quarters since.
1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.