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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
Q3 		$21.2K Buy
23
+5
+28% +$4.27K 0.01% 662
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

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Elevation Wealth Partners's STX Position: Q3 2026 in Review

Elevation Wealth Partners increased its Seagate (STX) stake by 28% in Q3 2026, buying an estimated $4.27K and bringing the position to 23 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #662.

Elevation Wealth Partners first reported a position in STX in Q1 2026 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold STX as of Q3 2026.

  • Elevation Wealth Partners held 23 shares of Seagate worth $21.2K as of Q3 2026.
  • Elevation Wealth Partners bought 5 Seagate shares in Q3 2026, an estimated $4.27K.
  • Seagate made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #662 holding.
  • Elevation Wealth Partners first reported a position in Seagate in Q1 2026 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held Seagate as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.