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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
Q2 		$28.9K Hold
30
– – 0.04% 172
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's STX Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Seagate (STX) position steady in Q2 2026 at 30 shares worth $28.9K. The position accounts for 0.04% of the portfolio, ranked #172.

Mowery & Schoenfeld Wealth Management first reported a position in STX in Q4 2024 and has held it in 7 quarters since. 1,965 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 30 shares of Seagate worth $28.9K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Seagate share count unchanged in Q2 2026.
  • Seagate made up 0.04% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #172 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Seagate in Q4 2024 and has held it in 7 quarters since.
  • 1,965 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.