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Modern Wealth Management’s Seagate STX Stock Holding History

Modern Wealth Management’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
Q1 		$585K Sell
1,383
-153
-10% -$58.4K 0.01% 539
2025
Q4 		$423K Sell
1,536
-19
-1% -$4.93K 0.01% 574
2025
Q3 		$367K Sell
1,555
-196
-11% -$33.5K 0.01% 584
2025
Q2 		$253K Buy
+1,751
New +$181K 0.01% 662

Other funds holding STX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Modern Wealth Management's STX Position: Q1 2026 in Review

Modern Wealth Management reduced its Seagate (STX) stake by 10% in Q1 2026, selling an estimated $58.4K and leaving 1,383 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #539.

Modern Wealth Management first reported a position in STX in Q2 2025 and has held it in 4 quarters since. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • Modern Wealth Management held 1,383 shares of Seagate worth $585K as of Q1 2026.
  • Modern Wealth Management sold 153 Seagate shares in Q1 2026, an estimated $58.4K.
  • Seagate made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #539 holding.
  • Modern Wealth Management first reported a position in Seagate in Q2 2025 and has held it in 4 quarters since.
  • 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.