KFA
STX icon

Kelleher Financial Advisors’s Seagate STX Stock Holding History

Kelleher Financial 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
Q2 		$58.9K Buy
+61
New +$46.5K 0.01% 431
2016
Q2 		– Sell
-8,270
Closed -$284K – 198
2016
Q1 		$284K Buy
+8,270
New +$267K 0.16% 122

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 $3.38T AUM 44.17% 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

Kelleher Financial Advisors's STX Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Seagate (STX) in Q2 2026: 61 shares worth $58.9K. The stake represents 0.01% of the portfolio and ranks #431 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in STX as recently as Q1 2016.

Kelleher Financial Advisors first reported a position in STX in Q1 2016 and has held it in 2 quarters since. The position peaked at $284K in Q1 2016. 1,965 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Kelleher Financial Advisors held 61 shares of Seagate worth $58.9K as of Q2 2026.
  • Seagate was a new Kelleher Financial Advisors position in Q2 2026.
  • Seagate made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #431 holding.
  • Kelleher Financial Advisors first reported a position in Seagate in Q1 2016 and has held it in 2 quarters since.
  • Kelleher Financial Advisors's Seagate position peaked at $284K in Q1 2016.
  • 1,965 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.