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Shepherd Financial Partners’s Seagate STX Stock Holding History

Shepherd Financial Partners’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 		$296K Sell
307
-431
-58% -$329K 0.02% 207
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Shepherd Financial Partners reduced its Seagate (STX) stake by 58% in Q2 2026, selling an estimated $329K and leaving 307 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #207.

Shepherd Financial Partners first reported a position in STX in Q3 2025 and has held it in 4 quarters since. 1,958 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Shepherd Financial Partners held 307 shares of Seagate worth $296K as of Q2 2026.
  • Shepherd Financial Partners sold 431 Seagate shares in Q2 2026, an estimated $329K.
  • Seagate made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #207 holding.
  • Shepherd Financial Partners first reported a position in Seagate in Q3 2025 and has held it in 4 quarters since.
  • 1,958 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.