Valeo Financial Advisors’s Seagate STX Stock Holding History

Valeo Financial 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	$1.96M	Buy	2,035 +384	+23%	+$293K	0.04%	183
2026 Q1	$647K	Sell	1,651 -1,393	-46%	-$532K	0.02%	349
2025 Q4	$838K	Buy	3,044 +540	+22%	+$140K	0.02%	341
2025 Q3	$591K	Sell	2,504 -29	-1%	-$4.95K	0.01%	427
2025 Q2	$366K	Buy	+2,533	New	+$262K	0.01%	518
2021 Q2	–	Sell	-317	Closed	-$24K	–	1663
2021 Q1	$24K	Buy	317 +197	+164%	+$13.7K	﹤0.01%	1119
2020 Q4	$7K	Sell	120 -120	-50%	-$6.75K	﹤0.01%	1293
2020 Q3	$12K	Sell	240 -835	-78%	-$39.2K	﹤0.01%	1047
2020 Q2	$52K	Buy	1,075 +31	+3%	+$1.56K	﹤0.01%	711
2020 Q1	$53K	Hold	1,044	–	–	0.01%	591
2019 Q4	$62K	Buy	1,044 +11	+1%	+$632	0.01%	572
2019 Q3	$56K	Buy	1,033 +721	+231%	+$35.4K	0.01%	566
2019 Q2	$15K	Hold	312	–	–	﹤0.01%	926
2019 Q1	$15K	Hold	312	–	–	﹤0.01%	862
2018 Q4	$12K	Hold	312	–	–	﹤0.01%	842
2018 Q3	$12K	Hold	312	–	–	﹤0.01%	922
2018 Q2	$16K	Sell	312 -698	-69%	-$40.4K	﹤0.01%	831
2018 Q1	$59K	Buy	+1,010	New	+$53.7K	0.01%	466

Other funds holding STX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valeo Financial Advisors's STX Position: Q2 2026 in Review

Valeo Financial Advisors increased its Seagate (STX) stake by 23% in Q2 2026, buying an estimated $293K and bringing the position to 2,035 shares worth $1.96M. The position accounts for 0.04% of the portfolio, ranked #183.

Valeo Financial Advisors first reported a position in STX in Q1 2018 and has held it in 18 quarters since. 1,948 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Valeo Financial Advisors held 2,035 shares of Seagate worth $1.96M as of Q2 2026.
Valeo Financial Advisors bought 384 Seagate shares in Q2 2026, an estimated $293K.
Seagate made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #183 holding.
Valeo Financial Advisors first reported a position in Seagate in Q1 2018 and has held it in 18 quarters since.
1,948 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

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