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Optimist Retirement Group’s Seagate STX Stock Holding History

Optimist Retirement Group’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 		$1.29M Buy
1,340
+28
+2% +$21.4K 0.5% 49
2026
Q1 		$514K Sell
1,312
-1,005
-43% -$383K 0.23% 60
2025
Q4 		$638K Sell
2,317
-52
-2% -$13.5K 0.29% 48
2025
Q3 		$559K Sell
2,369
-284
-11% -$48.5K 0.25% 52
2025
Q2 		$383K Sell
2,653
-215
-7% -$22.3K 0.18% 61
2025
Q1 		$244K Buy
2,868
+228
+9% +$21.5K 0.12% 91
2024
Q4 		$228K Buy
2,640
+367
+16% +$36.9K 0.11% 108
2024
Q3 		$249K Buy
+2,273
New +$232K 0.11% 92

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

Optimist Retirement Group's STX Position: Q2 2026 in Review

Optimist Retirement Group increased its Seagate (STX) stake by 2.1% in Q2 2026, buying an estimated $21.4K and bringing the position to 1,340 shares worth $1.29M. The position accounts for 0.5% of the portfolio, ranked #49.

Optimist Retirement Group first reported a position in STX in Q3 2024 and has held it in 8 quarters since. 1,960 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Optimist Retirement Group held 1,340 shares of Seagate worth $1.29M as of Q2 2026.
  • Optimist Retirement Group bought 28 Seagate shares in Q2 2026, an estimated $21.4K.
  • Seagate made up 0.5% of Optimist Retirement Group's portfolio in Q2 2026, its #49 holding.
  • Optimist Retirement Group first reported a position in Seagate in Q3 2024 and has held it in 8 quarters since.
  • 1,960 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.