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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EP Wealth Advisors's STX Position: Q1 2026 in Review

EP Wealth Advisors reduced its Seagate (STX) stake by 4.8% in Q1 2026, selling an estimated $36.2K and leaving 1,869 shares worth $732K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

EP Wealth Advisors first reported a position in STX in Q2 2025 and has held it in 3 quarters since. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • EP Wealth Advisors held 1,869 shares of Seagate worth $732K as of Q1 2026.
  • EP Wealth Advisors sold 95 Seagate shares in Q1 2026, an estimated $36.2K.
  • Seagate made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #746 holding.
  • EP Wealth Advisors first reported a position in Seagate in Q2 2025 and has held it in 3 quarters since.
  • 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.