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 Q2	$1.06M	Buy	+1,100	New	+$839K	0.02%	307

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

Crestwood Advisors Group's STX Position: Q2 2026 in Review

Crestwood Advisors Group increased its Seagate (STX) stake by 97% in Q2 2026, buying an estimated $1.05M and bringing the position to 2,786 shares worth $2.69M. The position accounts for 0.04% of the portfolio, ranked #208.

Crestwood Advisors Group first reported a position in STX in Q3 2025 and has held it in 4 quarters since. 1,958 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Crestwood Advisors Group held 2,786 shares of Seagate worth $2.69M as of Q2 2026.
Crestwood Advisors Group bought 1,371 Seagate shares in Q2 2026, an estimated $1.05M.
Seagate made up 0.04% of Crestwood Advisors Group's portfolio in Q2 2026, its #208 holding.
Crestwood Advisors Group first reported a position in Seagate in Q3 2025 and has held it in 4 quarters since.
1,958 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.