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United Financial Planning Group’s Seagate STX Stock Holding History

United 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
Q2 		$182K Buy
+189
New +$144K 0.09% 56
2026
Q1 		– Sell
-236
Closed -$65K – 613
2025
Q4 		$65K Buy
236
+47
+25% +$12.2K 0.04% 83
2025
Q3 		$44.6K Buy
+189
New +$32.3K 0.03% 86

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

United Financial Planning Group's STX Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Seagate (STX) in Q2 2026: 189 shares worth $182K. The stake represents 0.09% of the portfolio and ranks #56 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in STX as recently as Q4 2025.

United Financial Planning Group first reported a position in STX in Q3 2025 and has held it in 3 quarters since. 1,957 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • United Financial Planning Group held 189 shares of Seagate worth $182K as of Q2 2026.
  • Seagate was a new United Financial Planning Group position in Q2 2026.
  • Seagate made up 0.09% of United Financial Planning Group's portfolio in Q2 2026, its #56 holding.
  • United Financial Planning Group first reported a position in Seagate in Q3 2025 and has held it in 3 quarters since.
  • 1,957 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.