Ehrlich Financial Group’s Seagate STX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$240K Sell
260
-8
-3% -$6.83K 0.12% 112
2026
Q2
$259K Buy
+268
New +$204K 0.13% 106

Other funds holding STX

Ehrlich Financial Group's STX Position: Q3 2026 in Review

Ehrlich Financial Group reduced its Seagate (STX) stake by 3% in Q3 2026, selling an estimated $6.83K and leaving 260 shares worth $240K. The position accounts for 0.12% of the portfolio, ranked #112.

Ehrlich Financial Group first reported a position in STX in Q2 2026 and has held it in 2 quarters since. The position peaked at $259K in Q2 2026. 546 funds tracked by Wall St. Rank hold STX as of Q3 2026.

  • Ehrlich Financial Group held 260 shares of Seagate worth $240K as of Q3 2026.
  • Ehrlich Financial Group sold 8 Seagate shares in Q3 2026, an estimated $6.83K.
  • Seagate made up 0.12% of Ehrlich Financial Group's portfolio in Q3 2026, its #112 holding.
  • Ehrlich Financial Group first reported a position in Seagate in Q2 2026 and has held it in 2 quarters since.
  • Ehrlich Financial Group's Seagate position peaked at $259K in Q2 2026.
  • 546 funds tracked by Wall St. Rank held Seagate as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.