Personal CFO Solutions’s Seagate STX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.13M Sell
5,430
-304
-5% -$116K 0.3% 53
2025
Q4
$1.58M Sell
5,734
-486
-8% -$126K 0.25% 66
2025
Q3
$1.47M Buy
6,220
+3,228
+108% +$551K 0.26% 72
2025
Q2
$432K Buy
2,992
+370
+14% +$38.3K 0.08% 248
2025
Q1
$223K Buy
+2,622
New +$248K 0.05% 401
2023
Q4
Sell
-12,597
Closed -$831K 543
2023
Q3
$831K Sell
12,597
-286
-2% -$18.4K 0.16% 120
2023
Q2
$797K Buy
12,883
+51
+0.4% +$3.11K 0.16% 125
2023
Q1
$848K Sell
12,832
-170
-1% -$10.8K 0.18% 109
2022
Q4
$684K Buy
13,002
+9,119
+235% +$485K 0.14% 139
2022
Q3
$207K Buy
3,883
+25
+0.6% +$1.81K 0.05% 362
2022
Q2
$276K Buy
3,858
+513
+15% +$41.7K 0.06% 289
2022
Q1
$301K Sell
3,345
-92
-3% -$9.42K 0.06% 327
2021
Q4
$388K Buy
+3,437
New +$334K 0.07% 254
2020
Q4
Sell
-4,936
Closed 404
2020
Q3
$0 Buy
+4,936
New +$232K ﹤0.01% 307
2020
Q1
Sell
-5,403
Closed -$318K 363
2019
Q4
$318K Sell
5,403
-4,278
-44% -$246K 0.09% 193
2019
Q3
$521K Buy
+9,681
New +$475K 0.21% 118

Other funds holding STX

Personal CFO Solutions's STX Position: Q1 2026 in Review

Personal CFO Solutions reduced its Seagate (STX) stake by 5.3% in Q1 2026, selling an estimated $116K and leaving 5,430 shares worth $2.13M. The position accounts for 0.3% of the portfolio, ranked #53.

Personal CFO Solutions first reported a position in STX in Q3 2019 and has held it in 16 quarters since. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • Personal CFO Solutions held 5,430 shares of Seagate worth $2.13M as of Q1 2026.
  • Personal CFO Solutions sold 304 Seagate shares in Q1 2026, an estimated $116K.
  • Seagate made up 0.3% of Personal CFO Solutions's portfolio in Q1 2026, its #53 holding.
  • Personal CFO Solutions first reported a position in Seagate in Q3 2019 and has held it in 16 quarters since.
  • 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.