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Financial Synergies Wealth Advisors’s Seagate STX Stock Holding History

Financial Synergies 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 		$435K Buy
+451
New +$344K 0.04% 90
2023
Q2 		– Sell
-24
Closed -$1.59K – 532
2023
Q1 		$1.59K Buy
+24
New +$1.53K ﹤0.01% 321

Other funds holding STX

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Financial Synergies Wealth Advisors's STX Position: Q2 2026 in Review

Financial Synergies Wealth Advisors opened a new position in Seagate (STX) in Q2 2026: 451 shares worth $435K. The stake represents 0.04% of the portfolio and ranks #90 among its holdings. This is a return to the name: Financial Synergies Wealth Advisors previously reported a position in STX as recently as Q1 2023.

Financial Synergies Wealth Advisors first reported a position in STX in Q1 2023 and has held it in 2 quarters since. 571 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Financial Synergies Wealth Advisors held 451 shares of Seagate worth $435K as of Q2 2026.
  • Seagate was a new Financial Synergies Wealth Advisors position in Q2 2026.
  • Seagate made up 0.04% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • Financial Synergies Wealth Advisors first reported a position in Seagate in Q1 2023 and has held it in 2 quarters since.
  • 571 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.