Defined Wealth Management’s Seagate STX Stock Holding History

Defined Wealth Management’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	$1.73M	Buy	1,790 +50	+3%	+$38.1K	0.89%	30
2026 Q1	$682K	Hold	1,740	–	–	0.4%	59
2025 Q4	$479K	Hold	1,740	–	–	0.28%	74
2025 Q3	$411K	Hold	1,740	–	–	0.24%	83
2025 Q2	$251K	Buy	+1,740	New	+$180K	0.16%	101
2024 Q4	–	Sell	-1,900	Closed	-$208K	–	110
2024 Q3	$208K	Buy	+1,900	New	+$194K	0.14%	106
2022 Q4	–	Sell	-3,750	Closed	-$200K	–	106
2022 Q3	$200K	Hold	3,750	–	–	0.22%	89
2022 Q2	$268K	Hold	3,750	–	–	0.27%	80
2022 Q1	$337K	Hold	3,750	–	–	0.3%	76
2021 Q4	$424K	Hold	3,750	–	–	0.35%	63
2021 Q3	$309K	Hold	3,750	–	–	0.27%	78
2021 Q2	$330K	Hold	3,750	–	–	0.29%	74
2021 Q1	$288K	Hold	3,750	–	–	0.27%	76
2020 Q4	$233K	Buy	+3,750	New	+$211K	0.23%	80

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

Defined Wealth Management's STX Position: Q2 2026 in Review

Defined Wealth Management increased its Seagate (STX) stake by 2.9% in Q2 2026, buying an estimated $38.1K and bringing the position to 1,790 shares worth $1.73M. The position accounts for 0.89% of the portfolio, ranked #30.

Defined Wealth Management first reported a position in STX in Q4 2020 and has held it in 14 quarters since. 1,958 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Defined Wealth Management held 1,790 shares of Seagate worth $1.73M as of Q2 2026.
Defined Wealth Management bought 50 Seagate shares in Q2 2026, an estimated $38.1K.
Seagate made up 0.89% of Defined Wealth Management's portfolio in Q2 2026, its #30 holding.
Defined Wealth Management first reported a position in Seagate in Q4 2020 and has held it in 14 quarters since.
1,958 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.