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Wellspring Financial Advisors’s Seagate STX Stock Holding History

Wellspring Financial 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 		$893K Sell
926
-141
-13% -$108K 0.06% 109
2026
Q1 		$418K Sell
1,067
-609
-36% -$232K 0.03% 175
2025
Q4 		$463K Buy
+1,676
New +$435K 0.04% 148

Other funds holding STX

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wellspring Financial Advisors's STX Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Seagate (STX) stake by 13% in Q2 2026, selling an estimated $108K and leaving 926 shares worth $893K. The position accounts for 0.06% of the portfolio, ranked #109.

Wellspring Financial Advisors first reported a position in STX in Q4 2025 and has held it in 3 quarters since. 571 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Wellspring Financial Advisors held 926 shares of Seagate worth $893K as of Q2 2026.
  • Wellspring Financial Advisors sold 141 Seagate shares in Q2 2026, an estimated $108K.
  • Seagate made up 0.06% of Wellspring Financial Advisors's portfolio in Q2 2026, its #109 holding.
  • Wellspring Financial Advisors first reported a position in Seagate in Q4 2025 and has held it in 3 quarters since.
  • 571 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.