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Kingswood Wealth Advisors’s Seagate STX Stock Holding History

Kingswood 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
Q1 		$2.6M Buy
6,646
+406
+7% +$155K 0.12% 187
2025
Q4 		$1.72M Sell
6,240
-374
-6% -$97.1K 0.08% 244
2025
Q3 		$1.56M Sell
6,614
-2,848
-30% -$486K 0.09% 221
2025
Q2 		$1.37M Buy
9,462
+2,778
+42% +$288K 0.11% 202
2025
Q1 		$568K Sell
6,684
-1,894
-22% -$179K 0.05% 362
2024
Q4 		$740K Buy
8,578
+4,014
+88% +$404K 0.06% 339
2024
Q3 		$500K Buy
4,564
+1,112
+32% +$114K 0.04% 450
2024
Q2 		$357K Buy
3,452
+122
+4% +$11.4K 0.03% 475
2024
Q1 		$310K Sell
3,330
-31
-0.9% -$2.73K 0.04% 466
2023
Q4 		$287K Buy
+3,361
New +$251K 0.03% 489

Other funds holding STX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingswood Wealth Advisors's STX Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its Seagate (STX) stake by 6.5% in Q1 2026, buying an estimated $155K and bringing the position to 6,646 shares worth $2.6M. The position accounts for 0.12% of the portfolio, ranked #187.

Kingswood Wealth Advisors first reported a position in STX in Q4 2023 and has held it in 10 quarters since. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • Kingswood Wealth Advisors held 6,646 shares of Seagate worth $2.6M as of Q1 2026.
  • Kingswood Wealth Advisors bought 406 Seagate shares in Q1 2026, an estimated $155K.
  • Seagate made up 0.12% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #187 holding.
  • Kingswood Wealth Advisors first reported a position in Seagate in Q4 2023 and has held it in 10 quarters since.
  • 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.