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Crestwood Advisors Group’s Seagate STX Stock Holding History

Crestwood Advisors Group’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
Q1 		$554K Buy
1,415
+211
+18% +$80.5K 0.01% 394
2025
Q4 		$332K Buy
1,204
+172
+17% +$44.6K 0.01% 492
2025
Q3 		$244K Buy
+1,032
New +$176K ﹤0.01% 511

Other funds holding STX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crestwood Advisors Group's STX Position: Q1 2026 in Review

Crestwood Advisors Group increased its Seagate (STX) stake by 18% in Q1 2026, buying an estimated $80.5K and bringing the position to 1,415 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #394.

Crestwood Advisors Group first reported a position in STX in Q3 2025 and has held it in 3 quarters since. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • Crestwood Advisors Group held 1,415 shares of Seagate worth $554K as of Q1 2026.
  • Crestwood Advisors Group bought 211 Seagate shares in Q1 2026, an estimated $80.5K.
  • Seagate made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #394 holding.
  • Crestwood Advisors Group first reported a position in Seagate in Q3 2025 and has held it in 3 quarters since.
  • 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.