TrueWealth Advisors’s Seagate STX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

TrueWealth Advisors's STX Position: Q2 2026 in Review

TrueWealth Advisors reduced its Seagate (STX) stake by 7.5% in Q2 2026, selling an estimated $61K and leaving 982 shares worth $948K. The position accounts for 0.21% of the portfolio, ranked #95.

TrueWealth Advisors first reported a position in STX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.18M in Q3 2025. 571 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • TrueWealth Advisors held 982 shares of Seagate worth $948K as of Q2 2026.
  • TrueWealth Advisors sold 80 Seagate shares in Q2 2026, an estimated $61K.
  • Seagate made up 0.21% of TrueWealth Advisors's portfolio in Q2 2026, its #95 holding.
  • TrueWealth Advisors first reported a position in Seagate in Q2 2025 and has held it in 5 quarters since.
  • TrueWealth Advisors's Seagate position peaked at $1.18M in Q3 2025.
  • 571 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.