EFS
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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
Q2 		$1.21M Sell
1,249
-243
-16% -$185K 0.06% 278
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
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

Essex Financial Services's STX Position: Q2 2026 in Review

Essex Financial Services reduced its Seagate (STX) stake by 16% in Q2 2026, selling an estimated $185K and leaving 1,249 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #278.

Essex Financial Services first reported a position in STX in Q1 2018 and has held it in 14 quarters since. 1,962 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Essex Financial Services held 1,249 shares of Seagate worth $1.21M as of Q2 2026.
  • Essex Financial Services sold 243 Seagate shares in Q2 2026, an estimated $185K.
  • Seagate made up 0.06% of Essex Financial Services's portfolio in Q2 2026, its #278 holding.
  • Essex Financial Services first reported a position in Seagate in Q1 2018 and has held it in 14 quarters since.
  • 1,962 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.