KWA
STX icon

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
Q2 		$5.77M Sell
5,983
-663
-10% -$506K 0.23% 103
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 $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

Kingswood Wealth Advisors's STX Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Seagate (STX) stake by 10% in Q2 2026, selling an estimated $506K and leaving 5,983 shares worth $5.77M. The position accounts for 0.23% of the portfolio, ranked #103.

Kingswood Wealth Advisors first reported a position in STX in Q4 2023 and has held it in 11 quarters since. 1,965 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Kingswood Wealth Advisors held 5,983 shares of Seagate worth $5.77M as of Q2 2026.
  • Kingswood Wealth Advisors sold 663 Seagate shares in Q2 2026, an estimated $506K.
  • Seagate made up 0.23% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • Kingswood Wealth Advisors first reported a position in Seagate in Q4 2023 and has held it in 11 quarters since.
  • 1,965 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.