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North Berkeley Wealth Management’s Seagate STX Stock Holding History

North Berkeley 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 		$1.85M Hold
1,913
– – 0.75% 27
2026
Q1 		$749K Hold
1,913
– – 0.4% 37
2025
Q4 		$527K Hold
1,913
– – 0.31% 45
2025
Q3 		$452K Sell
1,913
-271
-12% -$46.3K 0.36% 40
2025
Q2 		$315K Buy
+2,184
New +$226K 0.29% 51

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

North Berkeley Wealth Management's STX Position: Q2 2026 in Review

North Berkeley Wealth Management held its Seagate (STX) position steady in Q2 2026 at 1,913 shares worth $1.85M. The position accounts for 0.75% of the portfolio, ranked #27.

North Berkeley Wealth Management first reported a position in STX in Q2 2025 and has held it in 5 quarters since. 1,965 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • North Berkeley Wealth Management held 1,913 shares of Seagate worth $1.85M as of Q2 2026.
  • North Berkeley Wealth Management left its Seagate share count unchanged in Q2 2026.
  • Seagate made up 0.75% of North Berkeley Wealth Management's portfolio in Q2 2026, its #27 holding.
  • North Berkeley Wealth Management first reported a position in Seagate in Q2 2025 and has held it in 5 quarters since.
  • 1,965 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.