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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
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 $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

North Berkeley Wealth Management's STX Position: Q1 2026 in Review

North Berkeley Wealth Management held its Seagate (STX) position steady in Q1 2026 at 1,913 shares worth $749K. The position accounts for 0.4% of the portfolio, ranked #37.

North Berkeley Wealth Management 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.

  • North Berkeley Wealth Management held 1,913 shares of Seagate worth $749K as of Q1 2026.
  • North Berkeley Wealth Management left its Seagate share count unchanged in Q1 2026.
  • Seagate made up 0.4% of North Berkeley Wealth Management's portfolio in Q1 2026, its #37 holding.
  • North Berkeley Wealth Management 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 North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.