Forza Wealth Management’s Seagate STX Stock Holding History

Forza Wealth 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	$3.47M	Sell	3,600 -402	-10%	-$307K	1.07%	27
2026 Q1	$1.57M	Hold	4,002	–	–	0.55%	49
2025 Q4	$1.1M	Hold	4,002	–	–	0.4%	61
2025 Q3	$945K	Hold	4,002	–	–	0.36%	65
2025 Q2	$578K	Hold	4,002	–	–	0.24%	105
2025 Q1	$340K	Hold	4,002	–	–	0.15%	142
2024 Q4	$345K	Hold	4,002	–	–	0.16%	142
2024 Q3	$438K	Hold	4,002	–	–	0.2%	129
2024 Q2	$413K	Hold	4,002	–	–	0.21%	124
2024 Q1	$372K	Hold	4,002	–	–	0.19%	132
2023 Q4	$342K	Hold	4,002	–	–	0.19%	131
2023 Q3	$264K	Hold	4,002	–	–	0.14%	155
2023 Q2	$248K	Hold	4,002	–	–	0.12%	162
2023 Q1	$265K	Buy	+4,002	New	+$255K	0.14%	156

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

Forza Wealth Management's STX Position: Q2 2026 in Review

Forza Wealth Management reduced its Seagate (STX) stake by 10% in Q2 2026, selling an estimated $307K and leaving 3,600 shares worth $3.47M. The position accounts for 1.07% of the portfolio, ranked #27.

Forza Wealth Management first reported a position in STX in Q1 2023 and has held it in 14 quarters since. 571 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Forza Wealth Management held 3,600 shares of Seagate worth $3.47M as of Q2 2026.
Forza Wealth Management sold 402 Seagate shares in Q2 2026, an estimated $307K.
Seagate made up 1.07% of Forza Wealth Management's portfolio in Q2 2026, its #27 holding.
Forza Wealth Management first reported a position in Seagate in Q1 2023 and has held it in 14 quarters since.
571 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.