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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 		$386K Sell
400
-2,000
-83% -$1.53M 0.09% 72
2026
Q1 		$940K Buy
+2,400
New +$916K 0.25% 39
2025
Q3 		– Sell
-2,400
Closed -$346K – 86
2025
Q2 		$346K Hold
2,400
– – 0.11% 54
2025
Q1 		$204K Buy
+2,400
New +$227K 0.1% 66

Other funds holding STX

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 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. 1,080 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.
  • 1,080 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.