Heritage Oak Wealth Advisors’s Seagate STX Stock Holding History

Heritage Oak 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	$228K	Buy	+236	New	+$180K	0.07%	92

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

Heritage Oak Wealth Advisors's STX Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in Seagate (STX) in Q2 2026: 236 shares worth $228K. The stake represents 0.07% of the portfolio and ranks #92 among its holdings.

580 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Heritage Oak Wealth Advisors held 236 shares of Seagate worth $228K as of Q2 2026.
Seagate was a new Heritage Oak Wealth Advisors position in Q2 2026.
Seagate made up 0.07% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #92 holding.
580 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.