Valley Wealth Managers’s Seagate STX Stock Holding History

Valley Wealth Managers’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 Q1	$26.9M	Sell	68,629 -63,817	-48%	-$24.3M	1.73%	16
2025 Q4	$36.5M	Sell	132,446 -7,469	-5%	-$1.94M	2.34%	5
2025 Q3	$33M	Sell	139,915 -24,190	-15%	-$4.13M	2.18%	5
2025 Q2	$23.7M	Sell	164,105 -42,435	-21%	-$4.39M	1.7%	13
2025 Q1	$17.5M	Buy	+206,540	New	+$19.5M	1.33%	37
2024 Q3	–	Sell	-20	Closed	-$2.06K	–	440
2024 Q2	$2.06K	Buy	+20	New	+$1.87K	﹤0.01%	340
2022 Q4	–	Sell	-158	Closed	-$8K	–	446
2022 Q3	$8K	Sell	158 -292	-65%	-$21.1K	﹤0.01%	332
2022 Q2	$32K	Buy	+450	New	+$36.6K	﹤0.01%	278
2017 Q1	–	Sell	-102	Closed	-$4K	–	240
2016 Q4	$4K	Buy	+102	New	+$3.81K	﹤0.01%	197

Other funds holding STX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valley Wealth Managers's STX Position: Q1 2026 in Review

Valley Wealth Managers reduced its Seagate (STX) stake by 48% in Q1 2026, selling an estimated $24.3M and leaving 68,629 shares worth $26.9M. The position accounts for 1.73% of the portfolio, ranked #16.

Valley Wealth Managers first reported a position in STX in Q4 2016 and has held it in 9 quarters since. The position peaked at $36.5M in Q4 2025. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

Valley Wealth Managers held 68,629 shares of Seagate worth $26.9M as of Q1 2026.
Valley Wealth Managers sold 63,817 Seagate shares in Q1 2026, an estimated $24.3M.
Seagate made up 1.73% of Valley Wealth Managers's portfolio in Q1 2026, its #16 holding.
Valley Wealth Managers first reported a position in Seagate in Q4 2016 and has held it in 9 quarters since.
Valley Wealth Managers's Seagate position peaked at $36.5M in Q4 2025.
1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.