Stonebridge Financial Planning Group’s Seagate STX Stock Holding History

Stonebridge Financial Planning Group’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	$395K	Hold	1,009	–	–	0.15%	134
2025 Q4	$278K	Hold	1,009	–	–	0.1%	149
2025 Q3	$238K	Buy	+1,009	New	+$172K	0.09%	161
2022 Q1	–	Sell	-1,000	Closed	-$107K	–	333
2021 Q4	$107K	Hold	1,000	–	–	0.06%	154
2021 Q3	$93K	Hold	1,000	–	–	0.05%	173
2021 Q2	$89K	Hold	1,000	–	–	0.05%	174
2021 Q1	$80K	Hold	1,000	–	–	0.05%	178
2020 Q4	$62K	Hold	1,000	–	–	0.04%	181
2020 Q3	$51K	Sell	1,000 -1,000	-50%	-$47K	0.04%	186
2020 Q2	$95K	Hold	2,000	–	–	0.08%	132
2020 Q1	$102K	Hold	2,000	–	–	0.1%	120
2019 Q4	$119K	Buy	+2,000	New	+$115K	0.11%	116

Other funds holding STX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Stonebridge Financial Planning Group's STX Position: Q1 2026 in Review

Stonebridge Financial Planning Group held its Seagate (STX) position steady in Q1 2026 at 1,009 shares worth $395K. The position accounts for 0.15% of the portfolio, ranked #134.

Stonebridge Financial Planning Group first reported a position in STX in Q4 2019 and has held it in 12 quarters since. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

Stonebridge Financial Planning Group held 1,009 shares of Seagate worth $395K as of Q1 2026.
Stonebridge Financial Planning Group left its Seagate share count unchanged in Q1 2026.
Seagate made up 0.15% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #134 holding.
Stonebridge Financial Planning Group first reported a position in Seagate in Q4 2019 and has held it in 12 quarters since.
1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.