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Insight Wealth Strategies’s Seagate STX Stock Holding History

Insight Wealth Strategies’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 		$9.17M Buy
9,937
+138
+1% +$118K 0.91% 29
2026
Q2 		$8.97M Sell
9,799
-9,665
-50% -$7.37M 0.88% 32
2026
Q1 		$7.63M Sell
19,464
-5,914
-23% -$2.26M 0.85% 35
2025
Q4 		$6.99M Sell
25,378
-980
-4% -$254K 0.8% 33
2025
Q3 		$6.22M Sell
26,358
-28,778
-52% -$4.91M 0.73% 37
2025
Q2 		$8M Buy
55,136
+12,762
+30% +$1.32M 1.01% 25
2025
Q1 		$3.6M Buy
42,374
+1,320
+3% +$125K 0.48% 63
2024
Q4 		$3.54M Buy
+41,054
New +$4.13M 0.48% 70

Other funds holding STX

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Insight Wealth Strategies's STX Position: Q3 2026 in Review

Insight Wealth Strategies increased its Seagate (STX) stake by 1.4% in Q3 2026, buying an estimated $118K and bringing the position to 9,937 shares worth $9.17M. The position accounts for 0.91% of the portfolio, ranked #29.

Insight Wealth Strategies first reported a position in STX in Q4 2024 and has held it in 8 quarters since. 82 funds tracked by Wall St. Rank hold STX as of Q3 2026.

  • Insight Wealth Strategies held 9,937 shares of Seagate worth $9.17M as of Q3 2026.
  • Insight Wealth Strategies bought 138 Seagate shares in Q3 2026, an estimated $118K.
  • Seagate made up 0.91% of Insight Wealth Strategies's portfolio in Q3 2026, its #29 holding.
  • Insight Wealth Strategies first reported a position in Seagate in Q4 2024 and has held it in 8 quarters since.
  • 82 funds tracked by Wall St. Rank held Seagate as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.