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Summit Financial Wealth Advisors’s Seagate STX Stock Holding History

Summit Financial Wealth Advisors’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 		$684K Sell
709
-680
-49% -$519K 0.09% 103
2026
Q1 		$544K Sell
1,389
-568
-29% -$217K 0.08% 111
2025
Q4 		$539K Sell
1,957
-236
-11% -$61.3K 0.08% 106
2025
Q3 		$563K Sell
2,193
-646
-23% -$110K 0.09% 96
2025
Q2 		$410K Sell
2,839
-166
-6% -$17.2K 0.07% 109
2025
Q1 		$255K Hold
3,005
– – 0.05% 125
2024
Q4 		$281K Hold
3,005
– – 0.05% 121
2024
Q3 		$329K Hold
3,005
– – 0.06% 111
2024
Q2 		$310K Hold
3,005
– – 0.06% 103
2024
Q1 		$280K Sell
3,005
-200
-6% -$17.6K 0.06% 110
2023
Q4 		$274K Hold
3,205
– – 0.06% 105
2023
Q3 		$227K Buy
+3,205
New +$206K 0.06% 109
2023
Q2 		– Sell
-3,080
Closed -$204K – 133
2023
Q1 		$204K Buy
+3,080
New +$196K 0.05% 119
2022
Q4 		– Sell
-3,997
Closed -$208K – 134
2022
Q3 		$208K Buy
3,997
+887
+29% +$64.1K 0.06% 114
2022
Q2 		$238K Buy
3,110
+415
+15% +$33.7K 0.06% 117
2022
Q1 		$242K Sell
2,695
-748
-22% -$76.6K 0.05% 111
2021
Q4 		$399K Hold
3,443
– – 0.08% 94
2021
Q3 		$284K Buy
3,443
+150
+5% +$13.1K 0.06% 104
2021
Q2 		$290K Buy
+3,293
New +$297K 0.07% 101

Other funds holding STX

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Summit Financial Wealth Advisors's STX Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its Seagate (STX) stake by 49% in Q2 2026, selling an estimated $519K and leaving 709 shares worth $684K. The position accounts for 0.09% of the portfolio, ranked #103.

Summit Financial Wealth Advisors first reported a position in STX in Q2 2021 and has held it in 19 quarters since. 571 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Summit Financial Wealth Advisors held 709 shares of Seagate worth $684K as of Q2 2026.
  • Summit Financial Wealth Advisors sold 680 Seagate shares in Q2 2026, an estimated $519K.
  • Seagate made up 0.09% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • Summit Financial Wealth Advisors first reported a position in Seagate in Q2 2021 and has held it in 19 quarters since.
  • 571 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.