Essex Financial Services’s Seagate STX Stock Holding History

Essex Financial Services’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	$585K	Sell	1,492 -192	-11%	-$73.3K	0.03%	417
2025 Q4	$464K	Sell	1,684 -444	-21%	-$115K	0.03%	459
2025 Q3	$502K	Buy	2,128 +258	+14%	+$44K	0.03%	424
2025 Q2	$270K	Buy	+1,870	New	+$194K	0.02%	581
2024 Q1	–	Sell	-11,020	Closed	-$941K	–	556
2023 Q4	$941K	Buy	11,020 +648	+6%	+$48.4K	0.1%	200
2023 Q3	$684K	Buy	10,372 +798	+8%	+$51.4K	0.08%	231
2023 Q2	$592K	Sell	9,574 -117	-1%	-$7.14K	0.07%	252
2023 Q1	$641K	Buy	9,691 +50	+0.5%	+$3.18K	0.07%	249
2022 Q4	$507K	Buy	+9,641	New	+$513K	0.05%	273
2022 Q1	–	Sell	-1,953	Closed	-$221K	–	525
2021 Q4	$221K	Buy	+1,953	New	+$190K	0.02%	453
2021 Q2	–	Sell	-2,776	Closed	-$213K	–	468
2021 Q1	$213K	Sell	2,776 -1,067	-28%	-$74.3K	0.04%	331
2020 Q4	$239K	Buy	+3,843	New	+$216K	0.05%	280
2018 Q2	–	Sell	-3,517	Closed	-$206K	–	341
2018 Q1	$206K	Buy	+3,517	New	+$187K	0.04%	329

Other funds holding STX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essex Financial Services's STX Position: Q1 2026 in Review

Essex Financial Services reduced its Seagate (STX) stake by 11% in Q1 2026, selling an estimated $73.3K and leaving 1,492 shares worth $585K. The position accounts for 0.03% of the portfolio, ranked #417.

Essex Financial Services first reported a position in STX in Q1 2018 and has held it in 13 quarters since. The position peaked at $941K in Q4 2023. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

Essex Financial Services held 1,492 shares of Seagate worth $585K as of Q1 2026.
Essex Financial Services sold 192 Seagate shares in Q1 2026, an estimated $73.3K.
Seagate made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #417 holding.
Essex Financial Services first reported a position in Seagate in Q1 2018 and has held it in 13 quarters since.
Essex Financial Services's Seagate position peaked at $941K in Q4 2023.
1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.