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 Q3	$190K	Hold	206	–	–	0.03%	124
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

GoalVest Advisory's STX Position: Q3 2026 in Review

GoalVest Advisory held its Seagate (STX) position steady in Q3 2026 at 206 shares worth $190K. The position accounts for 0.03% of the portfolio, ranked #124.

GoalVest Advisory first reported a position in STX in Q4 2020 and has held it in 22 quarters since. The position peaked at $199K in Q2 2026. 1,620 funds tracked by Wall St. Rank hold STX as of Q3 2026.

GoalVest Advisory held 206 shares of Seagate worth $190K as of Q3 2026.
GoalVest Advisory left its Seagate share count unchanged in Q3 2026.
Seagate made up 0.03% of GoalVest Advisory's portfolio in Q3 2026, its #124 holding.
GoalVest Advisory first reported a position in Seagate in Q4 2020 and has held it in 22 quarters since.
GoalVest Advisory's Seagate position peaked at $199K in Q2 2026.
1,620 funds tracked by Wall St. Rank held Seagate as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.