SkyOak Wealth’s Seagate STX Stock Holding History

SkyOak Wealth’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	$602K	Sell	623 -100	-14%	-$76.3K	0.1%	124
2026 Q1	$283K	Buy	+723	New	+$276K	0.05%	189

Other funds holding STX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

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

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

SkyOak Wealth's STX Position: Q2 2026 in Review

SkyOak Wealth reduced its Seagate (STX) stake by 14% in Q2 2026, selling an estimated $76.3K and leaving 623 shares worth $602K. The position accounts for 0.1% of the portfolio, ranked #124.

SkyOak Wealth first reported a position in STX in Q1 2026 and has held it in 2 quarters since. 1,958 funds tracked by Wall St. Rank hold STX as of Q2 2026.

SkyOak Wealth held 623 shares of Seagate worth $602K as of Q2 2026.
SkyOak Wealth sold 100 Seagate shares in Q2 2026, an estimated $76.3K.
Seagate made up 0.1% of SkyOak Wealth's portfolio in Q2 2026, its #124 holding.
SkyOak Wealth first reported a position in Seagate in Q1 2026 and has held it in 2 quarters since.
1,958 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.