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Journey Retirement Planning & Investment Management’s Seagate STX Stock Holding History

Journey Retirement Planning & Investment 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 		$446K Buy
+462
New +$352K 0.35% 91
2026
Q1 		– Sell
-1,056
Closed -$291K – 228
2025
Q4 		$291K Buy
+1,056
New +$274K 0.06% 201

Other funds holding STX

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Journey Retirement Planning & Investment Management's STX Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management opened a new position in Seagate (STX) in Q2 2026: 462 shares worth $446K. The stake represents 0.35% of the portfolio and ranks #91 among its holdings. This is a return to the name: Journey Retirement Planning & Investment Management previously reported a position in STX as recently as Q4 2025.

Journey Retirement Planning & Investment Management first reported a position in STX in Q4 2025 and has held it in 2 quarters since. 889 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 462 shares of Seagate worth $446K as of Q2 2026.
  • Seagate was a new Journey Retirement Planning & Investment Management position in Q2 2026.
  • Seagate made up 0.35% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #91 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Seagate in Q4 2025 and has held it in 2 quarters since.
  • 889 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.