Shepherd 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
Q1
$289K Sell
738
-120
-14% -$45.8K 0.03% 206
2025
Q4
$236K Sell
858
-23
-3% -$5.97K 0.02% 220
2025
Q3
$208K Buy
+881
New +$150K 0.02% 238

Other funds holding STX

Shepherd Financial Partners's STX Position: Q1 2026 in Review

Shepherd Financial Partners reduced its Seagate (STX) stake by 14% in Q1 2026, selling an estimated $45.8K and leaving 738 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #206.

Shepherd Financial Partners first reported a position in STX in Q3 2025 and has held it in 3 quarters since. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • Shepherd Financial Partners held 738 shares of Seagate worth $289K as of Q1 2026.
  • Shepherd Financial Partners sold 120 Seagate shares in Q1 2026, an estimated $45.8K.
  • Seagate made up 0.03% of Shepherd Financial Partners's portfolio in Q1 2026, its #206 holding.
  • Shepherd Financial Partners first reported a position in Seagate in Q3 2025 and has held it in 3 quarters since.
  • 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.