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Elevated Private Wealth’s Seagate STX Stock Holding History

Elevated Private Wealth’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 		$3.12M Buy
+3,229
New +$2.46M 2.95% 7
2025
Q4 		$1.08M Buy
+3,925
New +$1.02M 1.11% 40

Other funds holding STX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elevated Private Wealth's STX Position: Q2 2026 in Review

Elevated Private Wealth opened a new position in Seagate (STX) in Q2 2026: 3,229 shares worth $3.12M. The stake represents 2.95% of the portfolio and ranks #7 among its holdings. This is a return to the name: Elevated Private Wealth previously reported a position in STX as recently as Q4 2025.

Elevated Private Wealth first reported a position in STX in Q4 2025 and has held it in 2 quarters since. 1,955 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Elevated Private Wealth held 3,229 shares of Seagate worth $3.12M as of Q2 2026.
  • Seagate was a new Elevated Private Wealth position in Q2 2026.
  • Seagate made up 2.95% of Elevated Private Wealth's portfolio in Q2 2026, its #7 holding.
  • Elevated Private Wealth first reported a position in Seagate in Q4 2025 and has held it in 2 quarters since.
  • 1,955 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Elevated Private Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.