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Evolve Private Wealth’s Seagate STX Stock Holding History

Evolve Private Wealth’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 		$1.25M Sell
1,294
-2,565
-66% -$1.96M 0.08% 229
2026
Q1 		$1.51M Buy
3,859
+2,718
+238% +$1.04M 0.08% 235
2025
Q4 		$315K Buy
+1,141
New +$296K 0.02% 706

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's STX Position: Q2 2026 in Review

Evolve Private Wealth reduced its Seagate (STX) stake by 66% in Q2 2026, selling an estimated $1.96M and leaving 1,294 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #229.

Evolve Private Wealth first reported a position in STX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.51M in Q1 2026. 1,965 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Evolve Private Wealth held 1,294 shares of Seagate worth $1.25M as of Q2 2026.
  • Evolve Private Wealth sold 2,565 Seagate shares in Q2 2026, an estimated $1.96M.
  • Seagate made up 0.08% of Evolve Private Wealth's portfolio in Q2 2026, its #229 holding.
  • Evolve Private Wealth first reported a position in Seagate in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Seagate position peaked at $1.51M in Q1 2026.
  • 1,965 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.