Roberts Capital Advisors’s Seagate STX Stock Holding History

Roberts Capital Advisors’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
2025 Q1	–	Sell	-4,782	Closed	-$413K	–	102
2024 Q4	$413K	Hold	4,782	–	–	0.35%	68
2024 Q3	$524K	Hold	4,782	–	–	0.45%	60
2024 Q2	$445K	Hold	4,782	–	–	0.43%	67
2024 Q1	$445K	Buy	+4,782	New	+$421K	0.43%	67
2022 Q3	$273K	Hold	5,126	–	–	0.4%	80
2022 Q2	$366K	Hold	5,126	–	–	0.5%	71
2022 Q1	$461K	Hold	5,126	–	–	0.48%	74
2021 Q4	$579K	Buy	+5,126	New	+$498K	0.54%	59

Other funds holding STX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

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

Roberts Capital Advisors's STX Position: Q1 2025 in Review

Roberts Capital Advisors sold out of Seagate (STX) in Q1 2025, closing a stake of 4,782 shares — an estimated $413K sold.

Roberts Capital Advisors first reported a position in STX in Q4 2021 and held it in 8 quarters. The position peaked at $579K in Q4 2021. 801 funds tracked by Wall St. Rank hold STX as of Q1 2025.

Roberts Capital Advisors reported no remaining Seagate position as of Q1 2025 after selling out during the quarter.
Roberts Capital Advisors sold 4,782 Seagate shares in Q1 2025, an estimated $413K.
Roberts Capital Advisors first reported a position in Seagate in Q4 2021 and held it in 8 quarters.
Roberts Capital Advisors's Seagate position peaked at $579K in Q4 2021.
801 funds tracked by Wall St. Rank held Seagate as of Q1 2025.

Based on Roberts Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.