IVC Wealth Advisors
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IVC Wealth Advisors’s Seagate STX Stock Holding History

IVC 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
Q3 		$586K Buy
635
+3
+0.5% +$2.56K 0.24% 77
2026
Q2 		$610K Buy
632
+4
+0.6% +$3.05K 0.24% 75
2026
Q1 		$246K Buy
+628
New +$240K 0.11% 154

Other funds holding STX

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

IVC Wealth Advisors's STX Position: Q3 2026 in Review

IVC Wealth Advisors increased its Seagate (STX) stake by 0.47% in Q3 2026, buying an estimated $2.56K and bringing the position to 635 shares worth $586K. The position accounts for 0.24% of the portfolio, ranked #77.

IVC Wealth Advisors first reported a position in STX in Q1 2026 and has held it in 3 quarters since. The position peaked at $610K in Q2 2026. 884 funds tracked by Wall St. Rank hold STX as of Q3 2026.

  • IVC Wealth Advisors held 635 shares of Seagate worth $586K as of Q3 2026.
  • IVC Wealth Advisors bought 3 Seagate shares in Q3 2026, an estimated $2.56K.
  • Seagate made up 0.24% of IVC Wealth Advisors's portfolio in Q3 2026, its #77 holding.
  • IVC Wealth Advisors first reported a position in Seagate in Q1 2026 and has held it in 3 quarters since.
  • IVC Wealth Advisors's Seagate position peaked at $610K in Q2 2026.
  • 884 funds tracked by Wall St. Rank held Seagate as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.