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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
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 $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

Waverly Advisors's STX Position: Q1 2026 in Review

Waverly Advisors increased its Seagate (STX) stake by 9.4% in Q1 2026, buying an estimated $132K and bringing the position to 4,030 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #695.

Waverly Advisors first reported a position in STX in Q4 2013 and has held it in 10 quarters since. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • Waverly Advisors held 4,030 shares of Seagate worth $1.58M as of Q1 2026.
  • Waverly Advisors bought 345 Seagate shares in Q1 2026, an estimated $132K.
  • Seagate made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #695 holding.
  • Waverly Advisors first reported a position in Seagate in Q4 2013 and has held it in 10 quarters since.
  • 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.