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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
Q3 		$1.97M Buy
2,132
+97
+5% +$82.8K 0.04% 186
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

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Valeo Financial Advisors's STX Position: Q3 2026 in Review

Valeo Financial Advisors increased its Seagate (STX) stake by 4.8% in Q3 2026, buying an estimated $82.8K and bringing the position to 2,132 shares worth $1.97M. The position accounts for 0.04% of the portfolio, ranked #186.

Valeo Financial Advisors first reported a position in STX in Q1 2018 and has held it in 19 quarters since. 82 funds tracked by Wall St. Rank hold STX as of Q3 2026.

  • Valeo Financial Advisors held 2,132 shares of Seagate worth $1.97M as of Q3 2026.
  • Valeo Financial Advisors bought 97 Seagate shares in Q3 2026, an estimated $82.8K.
  • Seagate made up 0.04% of Valeo Financial Advisors's portfolio in Q3 2026, its #186 holding.
  • Valeo Financial Advisors first reported a position in Seagate in Q1 2018 and has held it in 19 quarters since.
  • 82 funds tracked by Wall St. Rank held Seagate as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.