IWA
STX icon

Icon Wealth Advisors’s Seagate STX Stock Holding History

Icon 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 		$936K Sell
970
-188
-16% -$143K 0.06% 195
2026
Q1 		$745K Buy
1,158
+98
+9% +$37.4K 0.05% 207
2025
Q4 		$292K Buy
1,060
+28
+3% +$7.27K 0.02% 326
2025
Q3 		$244K Sell
1,032
-215
-17% -$36.7K 0.02% 344
2025
Q2 		$180K Buy
+1,247
New +$129K 0.01% 392
2024
Q2 		– Sell
-1,438
Closed -$134K – 492
2024
Q1 		$134K Sell
1,438
-101
-7% -$8.88K 0.01% 412
2023
Q4 		$131K Buy
+1,539
New +$115K 0.01% 384
2022
Q4 		– Sell
-4,169
Closed -$222K – 401
2022
Q3 		$222K Buy
+4,169
New +$301K 0.03% 281

Other funds holding STX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Icon Wealth Advisors's STX Position: Q2 2026 in Review

Icon Wealth Advisors reduced its Seagate (STX) stake by 16% in Q2 2026, selling an estimated $143K and leaving 970 shares worth $936K. The position accounts for 0.06% of the portfolio, ranked #195.

Icon Wealth Advisors first reported a position in STX in Q3 2022 and has held it in 8 quarters since. 1,962 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Icon Wealth Advisors held 970 shares of Seagate worth $936K as of Q2 2026.
  • Icon Wealth Advisors sold 188 Seagate shares in Q2 2026, an estimated $143K.
  • Seagate made up 0.06% of Icon Wealth Advisors's portfolio in Q2 2026, its #195 holding.
  • Icon Wealth Advisors first reported a position in Seagate in Q3 2022 and has held it in 8 quarters since.
  • 1,962 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.