Physician Wealth Advisors
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Physician Wealth Advisors’s Seagate STX Stock Holding History

Physician Wealth Advisors’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 		$164K Sell
177
-8
-4% -$6.83K 0.02% 246
2026
Q2 		$178K Buy
185
+6
+3% +$4.58K 0.02% 230
2026
Q1 		$70.1K Sell
179
-14
-7% -$5.34K 0.01% 333
2025
Q4 		$53.2K Buy
193
+45
+30% +$11.7K 0.01% 380
2025
Q3 		$34.9K Buy
148
+45
+44% +$7.68K 0.01% 448
2025
Q2 		$14.9K Buy
103
+14
+16% +$1.45K ﹤0.01% 574
2025
Q1 		$7.56K Hold
89
– – ﹤0.01% 658
2024
Q4 		$7.68K Buy
+89
New +$8.96K ﹤0.01% 672

Other funds holding STX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Physician Wealth Advisors's STX Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Seagate (STX) stake by 4.3% in Q3 2026, selling an estimated $6.83K and leaving 177 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #246.

Physician Wealth Advisors first reported a position in STX in Q4 2024 and has held it in 8 quarters since. The position peaked at $178K in Q2 2026. 1,666 funds tracked by Wall St. Rank hold STX as of Q3 2026.

  • Physician Wealth Advisors held 177 shares of Seagate worth $164K as of Q3 2026.
  • Physician Wealth Advisors sold 8 Seagate shares in Q3 2026, an estimated $6.83K.
  • Seagate made up 0.02% of Physician Wealth Advisors's portfolio in Q3 2026, its #246 holding.
  • Physician Wealth Advisors first reported a position in Seagate in Q4 2024 and has held it in 8 quarters since.
  • Physician Wealth Advisors's Seagate position peaked at $178K in Q2 2026.
  • 1,666 funds tracked by Wall St. Rank held Seagate as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.