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Pinnacle Wealth Planning Services’s Seagate STX Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.7M Sell
1,760
-198
-10% -$151K 0.16% 84
2026
Q1 		$767K Sell
1,958
-90
-4% -$34.3K 0.08% 137
2025
Q4 		$564K Sell
2,048
-1
-0% -$260 0.06% 192
2025
Q3 		$484K Buy
+2,049
New +$350K 0.06% 219
2021
Q1 		– Sell
-1,103
Closed -$68K – 1738
2020
Q4 		$68K Buy
+1,103
New +$62K 0.02% 647

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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's STX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Seagate (STX) stake by 10% in Q2 2026, selling an estimated $151K and leaving 1,760 shares worth $1.7M. The position accounts for 0.16% of the portfolio, ranked #84.

Pinnacle Wealth Planning Services first reported a position in STX in Q4 2020 and has held it in 5 quarters since. 1,961 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,760 shares of Seagate worth $1.7M as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 198 Seagate shares in Q2 2026, an estimated $151K.
  • Seagate made up 0.16% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #84 holding.
  • Pinnacle Wealth Planning Services first reported a position in Seagate in Q4 2020 and has held it in 5 quarters since.
  • 1,961 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.