PDS Planning’s Seagate STX Stock Holding History

PDS 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 Q1	$307K	Sell	784 -32	-4%	-$12.2K	0.02%	385
2025 Q4	$225K	Buy	+816	New	+$212K	0.02%	477

Other funds holding STX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PDS Planning's STX Position: Q1 2026 in Review

PDS Planning reduced its Seagate (STX) stake by 3.9% in Q1 2026, selling an estimated $12.2K and leaving 784 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #385.

PDS Planning first reported a position in STX in Q4 2025 and has held it in 2 quarters since. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

PDS Planning held 784 shares of Seagate worth $307K as of Q1 2026.
PDS Planning sold 32 Seagate shares in Q1 2026, an estimated $12.2K.
Seagate made up 0.02% of PDS Planning's portfolio in Q1 2026, its #385 holding.
PDS Planning first reported a position in Seagate in Q4 2025 and has held it in 2 quarters since.
1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.