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Value Aligned Research Advisors’s Seagate STX Stock Holding History

Value Aligned Research 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
Q1 		$358M Buy
914,657
+788,375
+624% +$301M 1.73% 13
2025
Q4 		$34.8M Buy
+126,282
New +$32.8M 0.35% 47

Other funds holding STX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Value Aligned Research Advisors's STX Position: Q1 2026 in Review

Value Aligned Research Advisors increased its Seagate (STX) stake by 624% in Q1 2026, buying an estimated $301M and bringing the position to 914,657 shares worth $358M. The position accounts for 1.73% of the portfolio, ranked #13.

Value Aligned Research Advisors first reported a position in STX in Q4 2025 and has held it in 2 quarters since. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • Value Aligned Research Advisors held 914,657 shares of Seagate worth $358M as of Q1 2026.
  • Value Aligned Research Advisors bought 788,375 Seagate shares in Q1 2026, an estimated $301M.
  • Seagate made up 1.73% of Value Aligned Research Advisors's portfolio in Q1 2026, its #13 holding.
  • Value Aligned Research Advisors first reported a position in Seagate in Q4 2025 and has held it in 2 quarters since.
  • 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Value Aligned Research Advisors's 13F filing for Q1 2026, filed 18 May 2026.