Forum Financial Management’s Seagate STX Stock Holding History

Forum Financial 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
2026 Q2	$1.46M	Buy	1,511 +10	+0.7%	+$7.63K	0.02%	108
2026 Q1	$588K	Sell	1,501 -2,819	-65%	-$1.08M	0.01%	183
2025 Q4	$1.19M	Buy	4,320 +48	+1%	+$12.5K	0.02%	215
2025 Q3	$1.01M	Sell	4,272 -121	-3%	-$20.7K	0.01%	232
2025 Q2	$634K	Sell	4,393 -306	-7%	-$31.7K	0.01%	332
2025 Q1	$399K	Buy	4,699 +477	+11%	+$45.1K	0.01%	457
2024 Q4	$364K	Buy	4,222 +1,115	+36%	+$112K	0.01%	514
2024 Q3	$340K	Sell	3,107 -121	-4%	-$12.4K	0.01%	461
2024 Q2	$333K	Buy	3,228 +125	+4%	+$11.7K	0.01%	438
2024 Q1	$289K	Hold	3,103	–	–	﹤0.01%	518
2023 Q4	$265K	Hold	3,103	–	–	0.01%	512
2023 Q3	$205K	Buy	+3,103	New	+$200K	﹤0.01%	587
2022 Q2	–	Sell	-2,604	Closed	-$234K	–	644
2022 Q1	$234K	Hold	2,604	–	–	0.01%	500
2021 Q4	$294K	Buy	+2,604	New	+$253K	0.02%	433

Other funds holding STX

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Forum Financial Management's STX Position: Q2 2026 in Review

Forum Financial Management increased its Seagate (STX) stake by 0.67% in Q2 2026, buying an estimated $7.63K and bringing the position to 1,511 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #108.

Forum Financial Management first reported a position in STX in Q4 2021 and has held it in 14 quarters since. 571 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Forum Financial Management held 1,511 shares of Seagate worth $1.46M as of Q2 2026.
Forum Financial Management bought 10 Seagate shares in Q2 2026, an estimated $7.63K.
Seagate made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #108 holding.
Forum Financial Management first reported a position in Seagate in Q4 2021 and has held it in 14 quarters since.
571 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.