Principia Wealth Advisory’s Seagate STX Stock Holding History

Principia Wealth Advisory’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	$15.4K	Buy	16 +4	+33%	+$3.05K	0.01%	197
2026 Q1	$4.7K	Buy	12 +6	+100%	+$2.29K	﹤0.01%	311
2025 Q4	$1.65K	Buy	6 +2	+50%	+$519	﹤0.01%	509
2025 Q3	$944	Buy	4 +1	+33%	+$171	﹤0.01%	661
2025 Q2	$433	Sell	3 -58	-95%	-$6K	﹤0.01%	766
2025 Q1	$4.53K	Buy	61 +56	+1,120%	+$5.29K	﹤0.01%	188
2024 Q4	$432	Buy	+5	New	+$503	﹤0.01%	582

Other funds holding STX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principia Wealth Advisory's STX Position: Q2 2026 in Review

Principia Wealth Advisory increased its Seagate (STX) stake by 33% in Q2 2026, buying an estimated $3.05K and bringing the position to 16 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #197.

Principia Wealth Advisory first reported a position in STX in Q4 2024 and has held it in 7 quarters since. 1,965 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Principia Wealth Advisory held 16 shares of Seagate worth $15.4K as of Q2 2026.
Principia Wealth Advisory bought 4 Seagate shares in Q2 2026, an estimated $3.05K.
Seagate made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #197 holding.
Principia Wealth Advisory first reported a position in Seagate in Q4 2024 and has held it in 7 quarters since.
1,965 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.