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Lifeworks Advisors’s Seagate STX Stock Holding History

Lifeworks 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 		$25.7M Sell
26,621
-1,116
-4% -$851K 2.69% 4
2026
Q1 		$10.9M Sell
27,737
-8,271
-23% -$3.16M 1.39% 12
2025
Q4 		$9.92M Sell
36,008
-3,523
-9% -$914K 1.28% 10
2025
Q3 		$9.33M Buy
39,531
+9,033
+30% +$1.54M 1.24% 13
2025
Q2 		$4.4M Buy
30,498
+5,537
+22% +$573K 0.66% 49
2025
Q1 		$2.12M Buy
24,961
+17,754
+246% +$1.68M 0.35% 74
2024
Q4 		$622K Buy
7,207
+586
+9% +$59K 0.11% 149
2024
Q3 		$725K Sell
6,621
-15,806
-70% -$1.62M 0.14% 137
2024
Q2 		$2.32M Sell
22,427
-4,049
-15% -$378K 0.65% 46
2024
Q1 		$2.46M Buy
26,476
+459
+2% +$40.4K 0.69% 43
2023
Q4 		$2.22M Buy
26,017
+2,789
+12% +$208K 0.77% 38
2023
Q3 		$1.53M Buy
23,228
+1,370
+6% +$88.2K 0.6% 51
2023
Q2 		$1.35M Buy
21,858
+2,002
+10% +$122K 0.58% 57
2023
Q1 		$1.31M Sell
19,856
-1,375
-6% -$87.5K 0.62% 52
2022
Q4 		$1.12M Buy
21,231
+670
+3% +$35.6K 0.63% 54
2022
Q3 		$1.02M Buy
20,561
+2,728
+15% +$197K 0.58% 61
2022
Q2 		$1.27M Buy
+17,833
New +$1.45M 0.81% 34

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

Lifeworks Advisors's STX Position: Q2 2026 in Review

Lifeworks Advisors reduced its Seagate (STX) stake by 4% in Q2 2026, selling an estimated $851K and leaving 26,621 shares worth $25.7M. The position accounts for 2.69% of the portfolio, ranked #4.

Lifeworks Advisors first reported a position in STX in Q2 2022 and has held it in 17 quarters since. 1,960 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Lifeworks Advisors held 26,621 shares of Seagate worth $25.7M as of Q2 2026.
  • Lifeworks Advisors sold 1,116 Seagate shares in Q2 2026, an estimated $851K.
  • Seagate made up 2.69% of Lifeworks Advisors's portfolio in Q2 2026, its #4 holding.
  • Lifeworks Advisors first reported a position in Seagate in Q2 2022 and has held it in 17 quarters since.
  • 1,960 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.