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Lifelong Wealth Advisors’s Seagate STX Stock Holding History

Lifelong 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 		$530K Sell
549
-1,951
-78% -$1.49M 0.12% 60
2026
Q1 		$979K Hold
2,500
– – 0.26% 37
2025
Q4 		$688K Hold
2,500
– – 0.18% 43
2025
Q3 		$590K Hold
2,500
– – 0.18% 43
2025
Q2 		$361K Buy
2,500
+9
+0.4% +$932 0.12% 53
2025
Q1 		$212K Hold
2,491
– – 0.1% 65
2024
Q4 		$215K Buy
+2,491
New +$251K 0.1% 63

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 $3.37T AUM 44.26% 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

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

Lifelong Wealth Advisors reduced its Seagate (STX) stake by 78% in Q2 2026, selling an estimated $1.49M and leaving 549 shares worth $530K. The position accounts for 0.12% of the portfolio, ranked #60.

Lifelong Wealth Advisors first reported a position in STX in Q4 2024 and has held it in 7 quarters since. The position peaked at $979K in Q1 2026. 1,948 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Lifelong Wealth Advisors held 549 shares of Seagate worth $530K as of Q2 2026.
  • Lifelong Wealth Advisors sold 1,951 Seagate shares in Q2 2026, an estimated $1.49M.
  • Seagate made up 0.12% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • Lifelong Wealth Advisors first reported a position in Seagate in Q4 2024 and has held it in 7 quarters since.
  • Lifelong Wealth Advisors's Seagate position peaked at $979K in Q1 2026.
  • 1,948 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.