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Retirement Wealth Solutions’s Seagate STX Stock Holding History

Retirement Wealth Solutions’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 		$38.7K Buy
42
+13
+45% +$11.1K 0.02% 125
2026
Q2 		$28K Buy
29
+12
+71% +$9.15K 0.02% 126
2026
Q1 		$6.66K Buy
17
+10
+143% +$3.82K ﹤0.01% 269
2025
Q4 		$1.93K Buy
7
+3
+75% +$779 ﹤0.01% 459
2025
Q3 		$945 Buy
+4
New +$683 ﹤0.01% 573

Other funds holding STX

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Retirement Wealth Solutions's STX Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Seagate (STX) stake by 45% in Q3 2026, buying an estimated $11.1K and bringing the position to 42 shares worth $38.7K. The position accounts for 0.02% of the portfolio, ranked #125.

Retirement Wealth Solutions first reported a position in STX in Q3 2025 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold STX as of Q3 2026.

  • Retirement Wealth Solutions held 42 shares of Seagate worth $38.7K as of Q3 2026.
  • Retirement Wealth Solutions bought 13 Seagate shares in Q3 2026, an estimated $11.1K.
  • Seagate made up 0.02% of Retirement Wealth Solutions's portfolio in Q3 2026, its #125 holding.
  • Retirement Wealth Solutions first reported a position in Seagate in Q3 2025 and has held it in 5 quarters since.
  • 82 funds tracked by Wall St. Rank held Seagate as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.