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EP Wealth Advisors’s Seagate STX Stock Holding History

EP Wealth Advisors’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 		$3.44M Buy
3,564
+1,695
+91% +$1.29M 0.01% 452
2026
Q1 		$732K Sell
1,869
-95
-5% -$36.2K ﹤0.01% 746
2025
Q4 		$541K Buy
+1,964
New +$510K ﹤0.01% 844
2025
Q2 		$265K Buy
+1,837
New +$190K ﹤0.01% 1092

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 $3.38T AUM 44.17% 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

EP Wealth Advisors's STX Position: Q2 2026 in Review

EP Wealth Advisors increased its Seagate (STX) stake by 91% in Q2 2026, buying an estimated $1.29M and bringing the position to 3,564 shares worth $3.44M. The position accounts for 0.01% of the portfolio, ranked #452.

EP Wealth Advisors first reported a position in STX in Q2 2025 and has held it in 4 quarters since. 1,965 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • EP Wealth Advisors held 3,564 shares of Seagate worth $3.44M as of Q2 2026.
  • EP Wealth Advisors bought 1,695 Seagate shares in Q2 2026, an estimated $1.29M.
  • Seagate made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #452 holding.
  • EP Wealth Advisors first reported a position in Seagate in Q2 2025 and has held it in 4 quarters since.
  • 1,965 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.