Private Wealth Management Group’s Seagate STX Stock Holding History

Private Wealth Management Group’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	$61.8K	Buy	64 +58	+967%	+$44.2K	0.01%	218
2026 Q1	$2.35K	Buy	+6	New	+$2.29K	﹤0.01%	1035
2025 Q2	–	Sell	-2	Closed	-$170	–	1593
2025 Q1	$170	Buy	+2	New	+$189	﹤0.01%	1448
2024 Q4	–	Sell	-1	Closed	-$110	–	1567
2024 Q3	$110	Buy	+1	New	+$102	﹤0.01%	1472
2024 Q1	–	Sell	-30	Closed	-$2.56K	–	1578
2023 Q4	$2.56K	Buy	+30	New	+$2.24K	﹤0.01%	873

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 $3.37T AUM 44.26% 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

Private Wealth Management Group's STX Position: Q2 2026 in Review

Private Wealth Management Group increased its Seagate (STX) stake by 967% in Q2 2026, buying an estimated $44.2K and bringing the position to 64 shares worth $61.8K. The position accounts for 0.01% of the portfolio, ranked #218.

Private Wealth Management Group first reported a position in STX in Q4 2023 and has held it in 5 quarters since. 1,958 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Private Wealth Management Group held 64 shares of Seagate worth $61.8K as of Q2 2026.
Private Wealth Management Group bought 58 Seagate shares in Q2 2026, an estimated $44.2K.
Seagate made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #218 holding.
Private Wealth Management Group first reported a position in Seagate in Q4 2023 and has held it in 5 quarters since.
1,958 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.