Keudell/Morrison Wealth Management’s Seagate STX Stock Holding History

Keudell/Morrison 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	$290K	Buy	+300	New	+$229K	0.05%	200
2024 Q4	–	Sell	-1,827	Closed	-$200K	–	234
2024 Q3	$200K	Buy	+1,827	New	+$187K	0.05%	213
2022 Q1	–	Sell	-2,035	Closed	-$230K	–	197
2021 Q4	$230K	Sell	2,035 -866	-30%	-$84.2K	0.09%	170
2021 Q3	$239K	Sell	2,901 -23	-0.8%	-$2K	0.1%	154
2021 Q2	$257K	Sell	2,924 -213	-7%	-$19.2K	0.14%	146
2021 Q1	$241K	Sell	3,137 -673	-18%	-$46.8K	0.14%	150
2020 Q4	$237K	Buy	+3,810	New	+$214K	0.15%	142
2020 Q1	–	Sell	-4,056	Closed	-$241K	–	155
2019 Q4	$241K	Sell	4,056 -15	-0.4%	-$862	0.17%	129
2019 Q3	$219K	Buy	+4,071	New	+$200K	0.18%	137

Other funds holding STX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Keudell/Morrison Wealth Management's STX Position: Q2 2026 in Review

Keudell/Morrison Wealth Management opened a new position in Seagate (STX) in Q2 2026: 300 shares worth $290K. The stake represents 0.05% of the portfolio and ranks #200 among its holdings. This is a return to the name: Keudell/Morrison Wealth Management previously reported a position in STX as recently as Q3 2024.

Keudell/Morrison Wealth Management first reported a position in STX in Q3 2019 and has held it in 9 quarters since. 1,958 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Keudell/Morrison Wealth Management held 300 shares of Seagate worth $290K as of Q2 2026.
Seagate was a new Keudell/Morrison Wealth Management position in Q2 2026.
Seagate made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #200 holding.
Keudell/Morrison Wealth Management first reported a position in Seagate in Q3 2019 and has held it in 9 quarters since.
1,958 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.