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Summit Financial’s Seagate STX Stock Holding History

Summit Financial’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 		$9.98M Buy
10,336
+3,638
+54% +$2.78M 0.11% 180
2026
Q1 		$2.63M Buy
6,698
+2,578
+63% +$984K 0.03% 502
2025
Q4 		$1.14M Sell
4,120
-3,149
-43% -$817K 0.02% 619
2025
Q3 		$1.72M Buy
7,269
+42
+0.6% +$7.17K 0.03% 510
2025
Q2 		$1.05M Buy
+7,227
New +$748K 0.02% 411

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

Summit Financial's STX Position: Q2 2026 in Review

Summit Financial increased its Seagate (STX) stake by 54% in Q2 2026, buying an estimated $2.78M and bringing the position to 10,336 shares worth $9.98M. The position accounts for 0.11% of the portfolio, ranked #180.

Summit Financial first reported a position in STX in Q2 2025 and has held it in 5 quarters since. 1,961 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Summit Financial held 10,336 shares of Seagate worth $9.98M as of Q2 2026.
  • Summit Financial bought 3,638 Seagate shares in Q2 2026, an estimated $2.78M.
  • Seagate made up 0.11% of Summit Financial's portfolio in Q2 2026, its #180 holding.
  • Summit Financial first reported a position in Seagate in Q2 2025 and has held it in 5 quarters since.
  • 1,961 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.