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Marshall & Sterling Wealth Advisors’s Seagate STX Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-46
Closed -$10.9K – 589
2025
Q3 		$10.9K Hold
46
– – 0.01% 333
2025
Q2 		$6.64K Buy
+46
New +$4.76K ﹤0.01% 428

Other funds holding STX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's STX Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Seagate (STX) in Q4 2025, closing a stake of 46 shares — an estimated $10.9K sold.

Marshall & Sterling Wealth Advisors first reported a position in STX in Q2 2025 and held it in 2 quarters. The position peaked at $10.9K in Q3 2025. 1,275 funds tracked by Wall St. Rank hold STX as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Seagate position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 46 Seagate shares in Q4 2025, an estimated $10.9K.
  • Marshall & Sterling Wealth Advisors first reported a position in Seagate in Q2 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Seagate position peaked at $10.9K in Q3 2025.
  • 1,275 funds tracked by Wall St. Rank held Seagate as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.