Optimist Retirement Group
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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
Q3 		$1.24M Hold
1,340
– – 0.5% 46
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

Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Optimist Retirement Group's STX Position: Q3 2026 in Review

Optimist Retirement Group held its Seagate (STX) position steady in Q3 2026 at 1,340 shares worth $1.24M. The position accounts for 0.5% of the portfolio, ranked #46.

Optimist Retirement Group first reported a position in STX in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.29M in Q2 2026. 758 funds tracked by Wall St. Rank hold STX as of Q3 2026.

  • Optimist Retirement Group held 1,340 shares of Seagate worth $1.24M as of Q3 2026.
  • Optimist Retirement Group left its Seagate share count unchanged in Q3 2026.
  • Seagate made up 0.5% of Optimist Retirement Group's portfolio in Q3 2026, its #46 holding.
  • Optimist Retirement Group first reported a position in Seagate in Q3 2024 and has held it in 9 quarters since.
  • Optimist Retirement Group's Seagate position peaked at $1.29M in Q2 2026.
  • 758 funds tracked by Wall St. Rank held Seagate as of Q3 2026.

Based on Optimist Retirement Group's 13F filing for Q3 2026, filed 30 Oct 2026.