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Mowery & Schoenfeld Wealth Management’s Seagate STX Stock Holding History

Mowery & Schoenfeld 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 		$11.8K Sell
30
-12
-29% -$4.58K 0.02% 208
2025
Q4 		$11.6K Buy
42
+12
+40% +$3.12K 0.02% 232
2025
Q3 		$7.08K Hold
30
– – 0.01% 251
2025
Q2 		$4.33K Hold
30
– – 0.01% 286
2025
Q1 		$2.55K Sell
30
-4
-12% -$378 0.01% 378
2024
Q4 		$2.94K Buy
+34
New +$3.42K 0.01% 363

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

Mowery & Schoenfeld Wealth Management's STX Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Seagate (STX) stake by 29% in Q1 2026, selling an estimated $4.58K and leaving 30 shares worth $11.8K. The position accounts for 0.02% of the portfolio, ranked #208.

Mowery & Schoenfeld Wealth Management first reported a position in STX in Q4 2024 and has held it in 6 quarters since. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 30 shares of Seagate worth $11.8K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management sold 12 Seagate shares in Q1 2026, an estimated $4.58K.
  • Seagate made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #208 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Seagate in Q4 2024 and has held it in 6 quarters since.
  • 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.