Instrumental Wealth
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Instrumental Wealth’s Seagate STX Stock Holding History

Instrumental Wealth’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 		$236K Buy
256
+7
+3% +$5.98K 0.11% 78
2026
Q2 		$240K Buy
+249
New +$190K 0.12% 78

Other funds holding STX

Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Instrumental Wealth's STX Position: Q3 2026 in Review

Instrumental Wealth increased its Seagate (STX) stake by 2.8% in Q3 2026, buying an estimated $5.98K and bringing the position to 256 shares worth $236K. The position accounts for 0.11% of the portfolio, ranked #78.

Instrumental Wealth first reported a position in STX in Q2 2026 and has held it in 2 quarters since. The position peaked at $240K in Q2 2026. 442 funds tracked by Wall St. Rank hold STX as of Q3 2026.

  • Instrumental Wealth held 256 shares of Seagate worth $236K as of Q3 2026.
  • Instrumental Wealth bought 7 Seagate shares in Q3 2026, an estimated $5.98K.
  • Seagate made up 0.11% of Instrumental Wealth's portfolio in Q3 2026, its #78 holding.
  • Instrumental Wealth first reported a position in Seagate in Q2 2026 and has held it in 2 quarters since.
  • Instrumental Wealth's Seagate position peaked at $240K in Q2 2026.
  • 442 funds tracked by Wall St. Rank held Seagate as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.