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Whipplewood Advisors’s Seagate STX Stock Holding History

Whipplewood 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
2025
Q3 		– Sell
-50
Closed -$7.22K – 1045
2025
Q2 		$7.22K Sell
50
-109
-69% -$11.3K ﹤0.01% 627
2025
Q1 		$4.25K Buy
159
+109
+218% +$10.3K ﹤0.01% 731
2024
Q4 		$4.32K Buy
+50
New +$5.03K ﹤0.01% 725

Other funds holding STX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Whipplewood Advisors's STX Position: Q3 2025 in Review

Whipplewood Advisors sold out of Seagate (STX) in Q3 2025, closing a stake of 50 shares — an estimated $7.22K sold.

Whipplewood Advisors first reported a position in STX in Q4 2024 and held it in 3 quarters. The position peaked at $7.22K in Q2 2025. 1,124 funds tracked by Wall St. Rank hold STX as of Q3 2025.

  • Whipplewood Advisors reported no remaining Seagate position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 50 Seagate shares in Q3 2025, an estimated $7.22K.
  • Whipplewood Advisors first reported a position in Seagate in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Seagate position peaked at $7.22K in Q2 2025.
  • 1,124 funds tracked by Wall St. Rank held Seagate as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.