GoalVest Advisory’s Seagate STX Stock Holding History

GoalVest Advisory’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	$199K	Buy	206 +6	+3%	+$4.58K	0.04%	122
2026 Q1	$78.4K	Hold	200	–	–	0.02%	188
2025 Q4	$55.1K	Sell	200 -120	-38%	-$31.1K	0.01%	236
2025 Q3	$75.5K	Hold	320	–	–	0.02%	189
2025 Q2	$46.2K	Buy	320 +75	+31%	+$7.76K	0.01%	215
2025 Q1	$20.8K	Buy	245 +5	+2%	+$473	0.01%	237
2024 Q4	$20.7K	Sell	240 -369	-61%	-$37.1K	0.01%	249
2024 Q3	$66.7K	Hold	609	–	–	0.02%	165
2024 Q2	$62.9K	Sell	609 -20	-3%	-$1.87K	0.02%	159
2024 Q1	$58.5K	Sell	629 -10	-2%	-$879	0.02%	179
2023 Q4	$54.6K	Buy	639 +30	+5%	+$2.24K	0.02%	131
2023 Q3	$40.2K	Hold	609	–	–	0.02%	156
2023 Q2	$37.7K	Hold	609	–	–	0.02%	159
2023 Q1	$40.3K	Sell	609 -7	-1%	-$446	0.02%	124
2022 Q4	$32.4K	Hold	616	–	–	0.02%	129
2022 Q3	$33K	Hold	616	–	–	0.02%	129
2022 Q2	$44K	Hold	616	–	–	0.03%	172
2022 Q1	$55K	Buy	+616	New	+$63.1K	0.03%	151
2021 Q2	$54K	Hold	609	–	–	0.03%	146
2021 Q1	$47K	Hold	609	–	–	0.04%	125
2020 Q4	$38K	Buy	+609	New	+$34.2K	0.03%	130

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

GoalVest Advisory's STX Position: Q2 2026 in Review

GoalVest Advisory increased its Seagate (STX) stake by 3% in Q2 2026, buying an estimated $4.58K and bringing the position to 206 shares worth $199K. The position accounts for 0.04% of the portfolio, ranked #122.

GoalVest Advisory first reported a position in STX in Q4 2020 and has held it in 21 quarters since. 571 funds tracked by Wall St. Rank hold STX as of Q2 2026.

GoalVest Advisory held 206 shares of Seagate worth $199K as of Q2 2026.
GoalVest Advisory bought 6 Seagate shares in Q2 2026, an estimated $4.58K.
Seagate made up 0.04% of GoalVest Advisory's portfolio in Q2 2026, its #122 holding.
GoalVest Advisory first reported a position in Seagate in Q4 2020 and has held it in 21 quarters since.
571 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.