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Waverly Advisors’s Seagate STX Stock Holding History

Waverly 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 		$4.62M Buy
4,788
+758
+19% +$578K 0.03% 472
2026
Q1 		$1.58M Buy
4,030
+345
+9% +$132K 0.01% 695
2025
Q4 		$1.01M Buy
3,685
+616
+20% +$160K 0.01% 759
2025
Q3 		$724K Buy
3,069
+365
+13% +$62.3K 0.01% 730
2025
Q2 		$390K Buy
2,704
+123
+5% +$12.7K ﹤0.01% 880
2025
Q1 		$219K Sell
2,581
-34
-1% -$3.21K ﹤0.01% 1030
2024
Q4 		$226K Buy
+2,615
New +$263K ﹤0.01% 897
2014
Q4 		– Sell
-232
Closed -$13K – 638
2014
Q3 		$13K Hold
232
– – 0.01% 419
2014
Q2 		$13K Hold
232
– – 0.01% 399
2014
Q1 		$13K Hold
232
– – 0.01% 383
2013
Q4 		$13K Buy
+232
New +$11.5K ﹤0.01% 521

Other funds holding STX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors's STX Position: Q2 2026 in Review

Waverly Advisors increased its Seagate (STX) stake by 19% in Q2 2026, buying an estimated $578K and bringing the position to 4,788 shares worth $4.62M. The position accounts for 0.03% of the portfolio, ranked #472.

Waverly Advisors first reported a position in STX in Q4 2013 and has held it in 11 quarters since. 1,965 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Waverly Advisors held 4,788 shares of Seagate worth $4.62M as of Q2 2026.
  • Waverly Advisors bought 758 Seagate shares in Q2 2026, an estimated $578K.
  • Seagate made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #472 holding.
  • Waverly Advisors first reported a position in Seagate in Q4 2013 and has held it in 11 quarters since.
  • 1,965 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.