Icon Wealth Advisors’s Seagate STX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

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

Icon Wealth Advisors increased its Seagate (STX) stake by 9.2% in Q1 2026, buying an estimated $37.4K and bringing the position to 1,158 shares worth $745K. The position accounts for 0.05% of the portfolio, ranked #207.

Icon Wealth Advisors first reported a position in STX in Q3 2022 and has held it in 7 quarters since. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • Icon Wealth Advisors held 1,158 shares of Seagate worth $745K as of Q1 2026.
  • Icon Wealth Advisors bought 98 Seagate shares in Q1 2026, an estimated $37.4K.
  • Seagate made up 0.05% of Icon Wealth Advisors's portfolio in Q1 2026, its #207 holding.
  • Icon Wealth Advisors first reported a position in Seagate in Q3 2022 and has held it in 7 quarters since.
  • 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.