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LifeGoal Wealth Advisors’s Seagate STX Stock Holding History

LifeGoal 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
Q3 		$602K Buy
653
+119
+22% +$102K 0.18% 70
2026
Q2 		$515K Buy
+534
New +$407K 0.24% 61

Other funds holding STX

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

LifeGoal Wealth Advisors's STX Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its Seagate (STX) stake by 22% in Q3 2026, buying an estimated $102K and bringing the position to 653 shares worth $602K. The position accounts for 0.18% of the portfolio, ranked #70.

LifeGoal Wealth Advisors first reported a position in STX in Q2 2026 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold STX as of Q3 2026.

  • LifeGoal Wealth Advisors held 653 shares of Seagate worth $602K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 119 Seagate shares in Q3 2026, an estimated $102K.
  • Seagate made up 0.18% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #70 holding.
  • LifeGoal Wealth Advisors first reported a position in Seagate in Q2 2026 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held Seagate as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.