SHP Wealth Management’s Seagate STX Stock Holding History

SHP Wealth Management’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 Q1	$367K	Buy	936 +22	+2%	+$8.39K	0.03%	182
2025 Q4	$252K	Buy	+914	New	+$237K	0.02%	219

Other funds holding STX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's STX Position: Q1 2026 in Review

SHP Wealth Management increased its Seagate (STX) stake by 2.4% in Q1 2026, buying an estimated $8.39K and bringing the position to 936 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #182.

SHP Wealth Management first reported a position in STX in Q4 2025 and has held it in 2 quarters since. 1,462 funds tracked by Wall St. Rank hold STX as of Q1 2026.

SHP Wealth Management held 936 shares of Seagate worth $367K as of Q1 2026.
SHP Wealth Management bought 22 Seagate shares in Q1 2026, an estimated $8.39K.
Seagate made up 0.03% of SHP Wealth Management's portfolio in Q1 2026, its #182 holding.
SHP Wealth Management first reported a position in Seagate in Q4 2025 and has held it in 2 quarters since.
1,462 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.