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Wealth Effects’s Seagate STX Stock Holding History

Wealth Effects’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 		$392K Sell
1,000
-550
-35% -$210K 0.14% 134
2025
Q4 		$427K Buy
+1,550
New +$402K 0.13% 121

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

Wealth Effects's STX Position: Q1 2026 in Review

Wealth Effects reduced its Seagate (STX) stake by 35% in Q1 2026, selling an estimated $210K and leaving 1,000 shares worth $392K. The position accounts for 0.14% of the portfolio, ranked #134.

Wealth Effects first reported a position in STX in Q4 2025 and has held it in 2 quarters since. The position peaked at $427K in Q4 2025. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • Wealth Effects held 1,000 shares of Seagate worth $392K as of Q1 2026.
  • Wealth Effects sold 550 Seagate shares in Q1 2026, an estimated $210K.
  • Seagate made up 0.14% of Wealth Effects's portfolio in Q1 2026, its #134 holding.
  • Wealth Effects first reported a position in Seagate in Q4 2025 and has held it in 2 quarters since.
  • Wealth Effects's Seagate position peaked at $427K in Q4 2025.
  • 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.