IFWM
STX icon

Institute for Wealth Management’s Seagate STX Stock Holding History

Institute for Wealth Management’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 		$1.47M Sell
1,525
-68
-4% -$51.9K 0.13% 153
2026
Q1 		$624K Sell
1,593
-355
-18% -$135K 0.07% 270
2025
Q4 		$537K Sell
1,948
-284
-13% -$73.7K 0.06% 300
2025
Q3 		$527K Sell
2,232
-203
-8% -$34.6K 0.05% 311
2025
Q2 		$351K Buy
+2,435
New +$252K 0.04% 391
2024
Q4 		– Sell
-2,168
Closed -$237K – 562
2024
Q3 		$237K Sell
2,168
-19
-0.9% -$1.94K 0.03% 478
2024
Q2 		$226K Buy
2,187
+1
+0% +$93 0.03% 448
2024
Q1 		$203K Sell
2,186
-1,633
-43% -$144K 0.03% 485
2023
Q4 		$326K Sell
3,819
-4
-0.1% -$299 0.05% 355
2023
Q3 		$252K Sell
3,823
-674
-15% -$43.4K 0.05% 386
2023
Q2 		$278K Buy
4,497
+3
+0.1% +$183 0.05% 377
2023
Q1 		$297K Sell
4,494
-56
-1% -$3.56K 0.06% 356
2022
Q4 		$239K Sell
4,550
-406
-8% -$21.6K 0.05% 392
2022
Q3 		$264K Sell
4,956
-38
-0.8% -$2.75K 0.06% 364
2022
Q2 		$357K Sell
4,994
-5
-0.1% -$406 0.07% 349
2022
Q1 		$449K Sell
4,999
-112
-2% -$11.5K 0.07% 317
2021
Q4 		$577K Sell
5,111
-466
-8% -$45.3K 0.09% 258
2021
Q3 		$460K Sell
5,577
-57
-1% -$4.96K 0.08% 291
2021
Q2 		$495K Sell
5,634
-1,826
-24% -$165K 0.09% 273
2021
Q1 		$573K Sell
7,460
-2,057
-22% -$143K 0.11% 237
2020
Q4 		$592K Sell
9,517
-374
-4% -$21K 0.12% 212
2020
Q3 		$487K Sell
9,891
-1,572
-14% -$73.9K 0.11% 229
2020
Q2 		$555K Sell
11,463
-641
-5% -$32.2K 0.14% 208
2020
Q1 		$591K Sell
12,104
-2,236
-16% -$119K 0.18% 153
2019
Q4 		$853K Sell
14,340
-811
-5% -$46.6K 0.19% 153
2019
Q3 		$815K Sell
15,151
-2,686
-15% -$132K 0.21% 144
2019
Q2 		$841K Buy
+17,837
New +$830K 0.19% 160

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

Institute for Wealth Management's STX Position: Q2 2026 in Review

Institute for Wealth Management reduced its Seagate (STX) stake by 4.3% in Q2 2026, selling an estimated $51.9K and leaving 1,525 shares worth $1.47M. The position accounts for 0.13% of the portfolio, ranked #153.

Institute for Wealth Management first reported a position in STX in Q2 2019 and has held it in 27 quarters since. 1,955 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Institute for Wealth Management held 1,525 shares of Seagate worth $1.47M as of Q2 2026.
  • Institute for Wealth Management sold 68 Seagate shares in Q2 2026, an estimated $51.9K.
  • Seagate made up 0.13% of Institute for Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Institute for Wealth Management first reported a position in Seagate in Q2 2019 and has held it in 27 quarters since.
  • 1,955 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.