Heritage Wealth Advisors’s Seagate STX Stock Holding History

Heritage 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 Q1	–	Sell	-1,050	Closed	-$289K	–	700
2025 Q4	$289K	Hold	1,050	–	–	0.01%	190
2025 Q3	$248K	Hold	1,050	–	–	0.01%	189
2025 Q2	$152K	Hold	1,050	–	–	0.01%	222
2025 Q1	$89.2K	Sell	1,050 -14	-1%	-$1.32K	﹤0.01%	254
2024 Q4	$91.8K	Buy	1,064 +2	+0.2%	+$201	﹤0.01%	256
2024 Q3	$116K	Buy	1,062 +12	+1%	+$1.23K	0.01%	253
2024 Q2	$108K	Hold	1,050	–	–	﹤0.01%	246
2024 Q1	$97.7K	Hold	1,050	–	–	﹤0.01%	265
2023 Q4	$89.6K	Hold	1,050	–	–	﹤0.01%	278
2023 Q3	$69.2K	Hold	1,050	–	–	﹤0.01%	275
2023 Q2	$65K	Hold	1,050	–	–	﹤0.01%	292
2023 Q1	$69.4K	Hold	1,050	–	–	﹤0.01%	287
2022 Q4	$55.2K	Hold	1,050	–	–	﹤0.01%	314
2022 Q3	$55.9K	Hold	1,050	–	–	﹤0.01%	290
2022 Q2	$75K	Hold	1,050	–	–	0.01%	287
2022 Q1	$94K	Hold	1,050	–	–	0.01%	257
2021 Q4	$119K	Hold	1,050	–	–	0.01%	248
2021 Q3	$86.6K	Hold	1,050	–	–	0.01%	267
2021 Q2	$92.3K	Hold	1,050	–	–	0.01%	263
2021 Q1	$80.6K	Hold	1,050	–	–	﹤0.01%	282
2020 Q4	$65K	Hold	1,050	–	–	﹤0.01%	299
2020 Q3	$51.7K	Buy	+1,050	New	+$49.3K	0.01%	264
2020 Q1	–	Sell	-50	Closed	-$2.98K	–	571
2019 Q4	$2.98K	Buy	+50	New	+$2.87K	﹤0.01%	494

Other funds holding STX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Advisors's STX Position: Q1 2026 in Review

Heritage Wealth Advisors sold out of Seagate (STX) in Q1 2026, closing a stake of 1,050 shares — an estimated $289K sold.

Heritage Wealth Advisors first reported a position in STX in Q4 2019 and held it in 23 quarters. The position peaked at $289K in Q4 2025. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

Heritage Wealth Advisors reported no remaining Seagate position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 1,050 Seagate shares in Q1 2026, an estimated $289K.
Heritage Wealth Advisors first reported a position in Seagate in Q4 2019 and held it in 23 quarters.
Heritage Wealth Advisors's Seagate position peaked at $289K in Q4 2025.
1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.