Wealthspire Advisors (New York)’s Seagate STX Stock Holding History

Wealthspire Advisors (New York)’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	$5.09M	Buy	5,274 +1,409	+36%	+$1.07M	0.03%	262
2026 Q1	$1.51M	Sell	3,865 -833	-18%	-$318K	0.01%	330
2025 Q4	$1.29M	Buy	4,698 +868	+23%	+$225K	0.01%	377
2025 Q3	$904K	Sell	3,830 -382	-9%	-$65.2K	﹤0.01%	411
2025 Q2	$608K	Buy	4,212 +281	+7%	+$29.1K	﹤0.01%	492
2025 Q1	$334K	Buy	3,931 +37	+1%	+$3.5K	﹤0.01%	616
2024 Q4	$336K	Buy	+3,894	New	+$392K	﹤0.01%	624
2022 Q1	–	Sell	-2,745	Closed	-$310K	–	540
2021 Q4	$310K	Buy	+2,745	New	+$267K	0.01%	412
2021 Q2	–	Sell	-3,119	Closed	-$239K	–	623
2021 Q1	$239K	Buy	+3,119	New	+$217K	0.01%	625
2020 Q2	–	Sell	-4,227	Closed	-$206K	–	497
2020 Q1	$206K	Buy	+4,227	New	+$226K	0.01%	490
2019 Q1	–	Sell	-169	Closed	-$7K	–	687
2018 Q4	$7K	Buy	+169	New	+$7.12K	﹤0.01%	594

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s STX Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Seagate (STX) stake by 36% in Q2 2026, buying an estimated $1.07M and bringing the position to 5,274 shares worth $5.09M. The position accounts for 0.03% of the portfolio, ranked #262.

Wealthspire Advisors (New York) first reported a position in STX in Q4 2018 and has held it in 11 quarters since. 1,965 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Wealthspire Advisors (New York) held 5,274 shares of Seagate worth $5.09M as of Q2 2026.
Wealthspire Advisors (New York) bought 1,409 Seagate shares in Q2 2026, an estimated $1.07M.
Seagate made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #262 holding.
Wealthspire Advisors (New York) first reported a position in Seagate in Q4 2018 and has held it in 11 quarters since.
1,965 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.