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Oak Harbor Wealth Partners’s Seagate STX Stock Holding History

Oak Harbor Wealth Partners’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 		– Sell
-4,277
Closed -$1.68M – 285
2026
Q1 		$1.68M Sell
4,277
-1,031
-19% -$393K 0.39% 66
2025
Q4 		$1.46M Sell
5,308
-937
-15% -$243K 0.35% 66
2025
Q3 		$1.47M Sell
6,245
-927
-13% -$158K 0.36% 64
2025
Q2 		$1.04M Buy
7,172
+1,535
+27% +$159K 0.28% 77
2025
Q1 		$479K Buy
+5,637
New +$533K 0.14% 123

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 $3.37T AUM 44.26% 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

Oak Harbor Wealth Partners's STX Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of Seagate (STX) in Q2 2026, closing a stake of 4,277 shares — an estimated $1.68M sold.

Oak Harbor Wealth Partners first reported a position in STX in Q1 2025 and held it in 5 quarters. The position peaked at $1.68M in Q1 2026. 1,958 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Oak Harbor Wealth Partners reported no remaining Seagate position as of Q2 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 4,277 Seagate shares in Q2 2026, an estimated $1.68M.
  • Oak Harbor Wealth Partners first reported a position in Seagate in Q1 2025 and held it in 5 quarters.
  • Oak Harbor Wealth Partners's Seagate position peaked at $1.68M in Q1 2026.
  • 1,958 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.