Walser Wealth Management’s Seagate STX Stock Holding History

Walser Wealth Management’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	–	Sell	-633	Closed	-$248K	–	235
2026 Q1	$248K	Buy	+633	New	+$242K	0.11%	154

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

Walser Wealth Management's STX Position: Q2 2026 in Review

Walser Wealth Management sold out of Seagate (STX) in Q2 2026, closing a stake of 633 shares — an estimated $248K sold.

Walser Wealth Management first reported a position in STX in Q1 2026 and held it in 1 quarter. The position peaked at $248K in Q1 2026. 1,950 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Walser Wealth Management reported no remaining Seagate position as of Q2 2026 after selling out during the quarter.
Walser Wealth Management sold 633 Seagate shares in Q2 2026, an estimated $248K.
Walser Wealth Management first reported a position in Seagate in Q1 2026 and held it in 1 quarter.
Walser Wealth Management's Seagate position peaked at $248K in Q1 2026.
1,950 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.