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Partners in Financial Planning’s Seagate STX Stock Holding History

Partners in Financial Planning’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 		$1.54M Hold
1,600
– – 0.23% 38
2026
Q1 		$627K Hold
1,600
– – 0.1% 70
2025
Q4 		$441K Hold
1,600
– – 0.07% 80
2025
Q3 		$378K Hold
1,600
– – 0.07% 85
2025
Q2 		$231K Buy
+1,600
New +$166K 0.04% 100

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 $3.38T AUM 44.17% 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

Partners in Financial Planning's STX Position: Q2 2026 in Review

Partners in Financial Planning held its Seagate (STX) position steady in Q2 2026 at 1,600 shares worth $1.54M. The position accounts for 0.23% of the portfolio, ranked #38.

Partners in Financial Planning first reported a position in STX in Q2 2025 and has held it in 5 quarters since. 1,965 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Partners in Financial Planning held 1,600 shares of Seagate worth $1.54M as of Q2 2026.
  • Partners in Financial Planning left its Seagate share count unchanged in Q2 2026.
  • Seagate made up 0.23% of Partners in Financial Planning's portfolio in Q2 2026, its #38 holding.
  • Partners in Financial Planning first reported a position in Seagate in Q2 2025 and has held it in 5 quarters since.
  • 1,965 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.