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Evelyn Partners Investment Management’s Seagate STX Stock Holding History

Evelyn Partners Investment Management’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
2025
Q3 		– Sell
-385
Closed -$55.6K – 420
2025
Q2 		$55.6K Buy
+385
New +$39.9K ﹤0.01% 276

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BlackRock
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JP Morgan Chase
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State Street
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Evelyn Partners Investment Management's STX Position: Q3 2025 in Review

Evelyn Partners Investment Management sold out of Seagate (STX) in Q3 2025, closing a stake of 385 shares — an estimated $55.6K sold.

Evelyn Partners Investment Management first reported a position in STX in Q2 2025 and held it in 1 quarter. The position peaked at $55.6K in Q2 2025. 1,124 funds tracked by Wall St. Rank hold STX as of Q3 2025.

  • Evelyn Partners Investment Management reported no remaining Seagate position as of Q3 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 385 Seagate shares in Q3 2025, an estimated $55.6K.
  • Evelyn Partners Investment Management first reported a position in Seagate in Q2 2025 and held it in 1 quarter.
  • Evelyn Partners Investment Management's Seagate position peaked at $55.6K in Q2 2025.
  • 1,124 funds tracked by Wall St. Rank held Seagate as of Q3 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.