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Crestmont Private Wealth’s Seagate STX Stock Holding History

Crestmont Private Wealth’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 		$322K Sell
334
-1,025
-75% -$782K 0.09% 80
2026
Q1 		$532K Hold
1,359
– – 0.17% 54
2025
Q4 		$374K Sell
1,359
-20
-1% -$5.19K 0.12% 59
2025
Q3 		$326K Buy
+1,379
New +$235K 0.11% 63
2024
Q4 		– Sell
-2,039
Closed -$223K – 114
2024
Q3 		$223K Buy
2,039
+33
+2% +$3.37K 0.1% 82
2024
Q2 		$207K Buy
+2,006
New +$187K 0.1% 78

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

Crestmont Private Wealth's STX Position: Q2 2026 in Review

Crestmont Private Wealth reduced its Seagate (STX) stake by 75% in Q2 2026, selling an estimated $782K and leaving 334 shares worth $322K. The position accounts for 0.09% of the portfolio, ranked #80.

Crestmont Private Wealth first reported a position in STX in Q2 2024 and has held it in 6 quarters since. The position peaked at $532K in Q1 2026. 1,965 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Crestmont Private Wealth held 334 shares of Seagate worth $322K as of Q2 2026.
  • Crestmont Private Wealth sold 1,025 Seagate shares in Q2 2026, an estimated $782K.
  • Seagate made up 0.09% of Crestmont Private Wealth's portfolio in Q2 2026, its #80 holding.
  • Crestmont Private Wealth first reported a position in Seagate in Q2 2024 and has held it in 6 quarters since.
  • Crestmont Private Wealth's Seagate position peaked at $532K in Q1 2026.
  • 1,965 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.