Root Financial Partners’s Seagate STX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$895K Buy
927
+249
+37% +$190K 0.03% 133
2026
Q1
$266K Buy
678
+46
+7% +$17.6K 0.01% 280
2025
Q4
$174K Buy
632
+263
+71% +$68.3K 0.01% 324
2025
Q3
$87.1K Buy
+369
New +$63K 0.01% 484

Other funds holding STX

Root Financial Partners's STX Position: Q2 2026 in Review

Root Financial Partners increased its Seagate (STX) stake by 37% in Q2 2026, buying an estimated $190K and bringing the position to 927 shares worth $895K. The position accounts for 0.03% of the portfolio, ranked #133.

Root Financial Partners first reported a position in STX in Q3 2025 and has held it in 4 quarters since. 1,960 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Root Financial Partners held 927 shares of Seagate worth $895K as of Q2 2026.
  • Root Financial Partners bought 249 Seagate shares in Q2 2026, an estimated $190K.
  • Seagate made up 0.03% of Root Financial Partners's portfolio in Q2 2026, its #133 holding.
  • Root Financial Partners first reported a position in Seagate in Q3 2025 and has held it in 4 quarters since.
  • 1,960 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.