Morton Brown Family Wealth’s Seagate STX Stock Holding History

Morton Brown Family Wealth’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	$204K	Hold	211	–	–	0.05%	71
2026 Q1	$82.7K	Hold	211	–	–	0.02%	93
2025 Q4	$58.1K	Hold	211	–	–	0.02%	108
2025 Q3	$49.8K	Hold	211	–	–	0.01%	108
2025 Q2	$30.5K	Hold	211	–	–	0.01%	129
2025 Q1	$17.9K	Hold	211	–	–	0.01%	153
2024 Q4	$18.2K	Hold	211	–	–	0.01%	139
2024 Q3	$23.1K	Hold	211	–	–	0.01%	130
2024 Q2	$21.8K	Hold	211	–	–	0.01%	127
2024 Q1	$19.6K	Hold	211	–	–	0.01%	121
2023 Q4	$18K	Hold	211	–	–	0.01%	147
2023 Q3	$13.9K	Hold	211	–	–	0.01%	116
2023 Q2	$13.1K	Hold	211	–	–	0.01%	111
2023 Q1	$14K	Hold	211	–	–	0.01%	116
2022 Q4	$11.1K	Hold	211	–	–	0.01%	111
2022 Q3	$11K	Hold	211	–	–	0.01%	108
2022 Q2	$15K	Hold	211	–	–	0.01%	99
2022 Q1	$19K	Hold	211	–	–	0.01%	95
2021 Q4	$24K	Buy	+211	New	+$20.5K	0.02%	97

Other funds holding STX

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Morton Brown Family Wealth's STX Position: Q2 2026 in Review

Morton Brown Family Wealth held its Seagate (STX) position steady in Q2 2026 at 211 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #71.

Morton Brown Family Wealth first reported a position in STX in Q4 2021 and has held it in 19 quarters since. 571 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Morton Brown Family Wealth held 211 shares of Seagate worth $204K as of Q2 2026.
Morton Brown Family Wealth left its Seagate share count unchanged in Q2 2026.
Seagate made up 0.05% of Morton Brown Family Wealth's portfolio in Q2 2026, its #71 holding.
Morton Brown Family Wealth first reported a position in Seagate in Q4 2021 and has held it in 19 quarters since.
571 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.