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TrueWealth Advisors’s Seagate STX Stock Holding History

TrueWealth 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
Q3 		$726K Sell
787
-195
-20% -$167K 0.16% 118
2026
Q2 		$948K Sell
982
-80
-8% -$61K 0.21% 95
2026
Q1 		$416K Sell
1,062
-1,945
-65% -$742K 0.1% 157
2025
Q4 		$828K Sell
3,007
-1,995
-40% -$518K 0.21% 88
2025
Q3 		$1.18M Buy
5,002
+134
+3% +$22.9K 0.32% 62
2025
Q2 		$703K Buy
+4,868
New +$504K 0.21% 87

Other funds holding STX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

TrueWealth Advisors's STX Position: Q3 2026 in Review

TrueWealth Advisors reduced its Seagate (STX) stake by 20% in Q3 2026, selling an estimated $167K and leaving 787 shares worth $726K. The position accounts for 0.16% of the portfolio, ranked #118.

TrueWealth Advisors first reported a position in STX in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.18M in Q3 2025. 1,666 funds tracked by Wall St. Rank hold STX as of Q3 2026.

  • TrueWealth Advisors held 787 shares of Seagate worth $726K as of Q3 2026.
  • TrueWealth Advisors sold 195 Seagate shares in Q3 2026, an estimated $167K.
  • Seagate made up 0.16% of TrueWealth Advisors's portfolio in Q3 2026, its #118 holding.
  • TrueWealth Advisors first reported a position in Seagate in Q2 2025 and has held it in 6 quarters since.
  • TrueWealth Advisors's Seagate position peaked at $1.18M in Q3 2025.
  • 1,666 funds tracked by Wall St. Rank held Seagate as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.