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Elevation Wealth Partners’s Seagate STX Stock Holding History

Elevation Wealth Partners’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 		$17.4K Buy
18
+4
+29% +$3.05K 0.01% 635
2026
Q1 		$5.49K Buy
+14
New +$5.34K ﹤0.01% 680

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

Elevation Wealth Partners's STX Position: Q2 2026 in Review

Elevation Wealth Partners increased its Seagate (STX) stake by 29% in Q2 2026, buying an estimated $3.05K and bringing the position to 18 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #635.

Elevation Wealth Partners first reported a position in STX in Q1 2026 and has held it in 2 quarters since. 1,946 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Elevation Wealth Partners held 18 shares of Seagate worth $17.4K as of Q2 2026.
  • Elevation Wealth Partners bought 4 Seagate shares in Q2 2026, an estimated $3.05K.
  • Seagate made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #635 holding.
  • Elevation Wealth Partners first reported a position in Seagate in Q1 2026 and has held it in 2 quarters since.
  • 1,946 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.