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 Q3	$1.39M	Sell	1,506 -254	-14%	-$217K	0.14%	95
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Pinnacle Wealth Planning Services's STX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Seagate (STX) stake by 14% in Q3 2026, selling an estimated $217K and leaving 1,506 shares worth $1.39M. The position accounts for 0.14% of the portfolio, ranked #95.

Pinnacle Wealth Planning Services first reported a position in STX in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.7M in Q2 2026. 1,246 funds tracked by Wall St. Rank hold STX as of Q3 2026.

Pinnacle Wealth Planning Services held 1,506 shares of Seagate worth $1.39M as of Q3 2026.
Pinnacle Wealth Planning Services sold 254 Seagate shares in Q3 2026, an estimated $217K.
Seagate made up 0.14% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #95 holding.
Pinnacle Wealth Planning Services first reported a position in Seagate in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Seagate position peaked at $1.7M in Q2 2026.
1,246 funds tracked by Wall St. Rank held Seagate as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.