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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
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 $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

Optimist Retirement Group's STX Position: Q1 2026 in Review

Optimist Retirement Group reduced its Seagate (STX) stake by 43% in Q1 2026, selling an estimated $383K and leaving 1,312 shares worth $514K. The position accounts for 0.23% of the portfolio, ranked #60.

Optimist Retirement Group first reported a position in STX in Q3 2024 and has held it in 7 quarters since. The position peaked at $638K in Q4 2025. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • Optimist Retirement Group held 1,312 shares of Seagate worth $514K as of Q1 2026.
  • Optimist Retirement Group sold 1,005 Seagate shares in Q1 2026, an estimated $383K.
  • Seagate made up 0.23% of Optimist Retirement Group's portfolio in Q1 2026, its #60 holding.
  • Optimist Retirement Group first reported a position in Seagate in Q3 2024 and has held it in 7 quarters since.
  • Optimist Retirement Group's Seagate position peaked at $638K in Q4 2025.
  • 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.