Donalies Financial Planning’s Seagate STX Stock Holding History

Donalies Financial 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
2026 Q2	$793K	Hold	822	–	–	0.58%	37
2026 Q1	$322K	Hold	822	–	–	0.27%	60
2025 Q4	$226K	Buy	+822	New	+$213K	0.19%	67

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

Donalies Financial Planning's STX Position: Q2 2026 in Review

Donalies Financial Planning held its Seagate (STX) position steady in Q2 2026 at 822 shares worth $793K. The position accounts for 0.58% of the portfolio, ranked #37.

Donalies Financial Planning first reported a position in STX in Q4 2025 and has held it in 3 quarters since. 1,955 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Donalies Financial Planning held 822 shares of Seagate worth $793K as of Q2 2026.
Donalies Financial Planning left its Seagate share count unchanged in Q2 2026.
Seagate made up 0.58% of Donalies Financial Planning's portfolio in Q2 2026, its #37 holding.
Donalies Financial Planning first reported a position in Seagate in Q4 2025 and has held it in 3 quarters since.
1,955 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Donalies Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.