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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's STX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Seagate (STX) stake by 4.4% in Q1 2026, selling an estimated $34.3K and leaving 1,958 shares worth $767K. The position accounts for 0.08% of the portfolio, ranked #137.

Pinnacle Wealth Planning Services first reported a position in STX in Q4 2020 and has held it in 4 quarters since. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,958 shares of Seagate worth $767K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 90 Seagate shares in Q1 2026, an estimated $34.3K.
  • Seagate made up 0.08% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #137 holding.
  • Pinnacle Wealth Planning Services first reported a position in Seagate in Q4 2020 and has held it in 4 quarters since.
  • 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.