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EverSource Wealth Advisors’s Seagate STX Stock Holding History

EverSource 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 		$2.09M Sell
2,166
-915
-30% -$698K 0.07% 211
2026
Q1 		$1.21M Buy
3,081
+879
+40% +$335K 0.04% 341
2025
Q4 		$607K Buy
2,202
+186
+9% +$48.3K 0.02% 477
2025
Q3 		$476K Buy
2,016
+386
+24% +$65.9K 0.02% 521
2025
Q2 		$235K Buy
1,630
+372
+30% +$38.5K 0.01% 796
2025
Q1 		$107K Buy
1,258
+199
+19% +$18.8K 0.01% 884
2024
Q4 		$91.4K Sell
1,059
-49
-4% -$4.93K 0.01% 937
2024
Q3 		$121K Sell
1,108
-732
-40% -$74.8K 0.01% 729
2024
Q2 		$188K Buy
1,840
+354
+24% +$33.1K 0.01% 577
2024
Q1 		$128K Sell
1,486
-42
-3% -$3.69K 0.01% 625
2023
Q4 		$130K Buy
1,528
+12
+0.8% +$896 0.01% 553
2023
Q3 		$100K Buy
1,516
+18
+1% +$1.16K 0.01% 567
2023
Q2 		$92.7K Buy
1,498
+30
+2% +$1.83K 0.01% 607
2023
Q1 		$97.1K Sell
1,468
-319
-18% -$20.3K 0.01% 551
2022
Q4 		$94K Buy
1,787
+1,620
+970% +$86.1K 0.01% 526
2022
Q3 		$9K Buy
167
+40
+31% +$2.89K ﹤0.01% 1172
2022
Q2 		$9K Buy
127
+4
+3% +$325 ﹤0.01% 1085
2022
Q1 		$11K Buy
123
+18
+17% +$1.84K ﹤0.01% 951
2021
Q4 		$12K Buy
+105
New +$10.2K ﹤0.01% 905

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

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

EverSource Wealth Advisors reduced its Seagate (STX) stake by 30% in Q2 2026, selling an estimated $698K and leaving 2,166 shares worth $2.09M. The position accounts for 0.07% of the portfolio, ranked #211.

EverSource Wealth Advisors first reported a position in STX in Q4 2021 and has held it in 19 quarters since. 1,948 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • EverSource Wealth Advisors held 2,166 shares of Seagate worth $2.09M as of Q2 2026.
  • EverSource Wealth Advisors sold 915 Seagate shares in Q2 2026, an estimated $698K.
  • Seagate made up 0.07% of EverSource Wealth Advisors's portfolio in Q2 2026, its #211 holding.
  • EverSource Wealth Advisors first reported a position in Seagate in Q4 2021 and has held it in 19 quarters since.
  • 1,948 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.