Falcon Wealth Planning’s Seagate STX Stock Holding History

Falcon Wealth Planning’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	$318K	Sell	330 -250	-43%	-$191K	0.02%	185
2026 Q1	$227K	Buy	+580	New	+$221K	0.02%	214

Other funds holding STX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Falcon Wealth Planning's STX Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Seagate (STX) stake by 43% in Q2 2026, selling an estimated $191K and leaving 330 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #185.

Falcon Wealth Planning first reported a position in STX in Q1 2026 and has held it in 2 quarters since. 1,965 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Falcon Wealth Planning held 330 shares of Seagate worth $318K as of Q2 2026.
Falcon Wealth Planning sold 250 Seagate shares in Q2 2026, an estimated $191K.
Seagate made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #185 holding.
Falcon Wealth Planning first reported a position in Seagate in Q1 2026 and has held it in 2 quarters since.
1,965 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.