Mount Yale Investment Advisors’s Seagate STX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.07M Buy
10,394
+9,218
+784% +$3.52M 0.09% 218
2025
Q4
$325K Sell
1,176
-195
-14% -$50.6K 0.02% 573
2025
Q3
$325K Buy
1,371
+317
+30% +$54.1K 0.02% 509
2025
Q2
$152K Buy
+1,054
New +$109K 0.01% 589

Other funds holding STX

Mount Yale Investment Advisors's STX Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Seagate (STX) stake by 784% in Q1 2026, buying an estimated $3.52M and bringing the position to 10,394 shares worth $4.07M. The position accounts for 0.09% of the portfolio, ranked #218.

Mount Yale Investment Advisors 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.

  • Mount Yale Investment Advisors held 10,394 shares of Seagate worth $4.07M as of Q1 2026.
  • Mount Yale Investment Advisors bought 9,218 Seagate shares in Q1 2026, an estimated $3.52M.
  • Seagate made up 0.09% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #218 holding.
  • Mount Yale Investment Advisors 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 Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.